How big is Sun Coast Management LLC's plan?

Sun Coast Management LLC's plan reported $296K in assets and 1 participants for 2024.

Original filing (PDF)20251013144812NAL0003250434001

Sun Coast Management LLC

Name: Sun Coast Management LLC — Sun Coast Management, Form 5500 (2024)
Creator: Sun Coast Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Coast Management 401(k) PSP

401(k) retirement plan · Sun Coast Management LLC's Sun Coast Management 401(k) PSP held $296K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Seth Rosenberg signed Sun Coast Management LLC's 2024 Form 5500 as plan administrator.

Seth Rosenberg — Plan Administrator — Form 5500 signer
Gannon Baird — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sun Coast Management LLC's EIN is 35-2651297.

EIN 35-2651297

Plan number 001

Plan year 2024

ACK ID 20251013144812NAL0003250434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sun Coast Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sun Coast Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUN COAST MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score