Original filing (PDF)20251013144812NAL0003250434001

SUN COAST MANAGEMENT LLC

Name: SUN COAST MANAGEMENT LLC — SUN COAST MANAGEMENT 401K PSP, Form 5500 (2024)
Creator: SUN COAST MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

SUN COAST MANAGEMENT 401K PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SUN COAST MANAGEMENT LLC

EIN

35-2651297all filings

Address

3915 W DAVIS ST STE 130-300 · CONROE, TX · 773041878

Phone

(713) 364-8310

Industry

Real Estatesee all

Plan administrator

Name

ABILITY FIRST FINANCIAL, LLC

EIN

83-2814056

City

PHOENIX, AZ

Phone

(480) 331-3081

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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