· 2022–2024 · DOL EFAST2

COASTAL PENSION CONSULTANTS, INC. — COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250409115044NAL0012165539001

COASTAL PENSION CONSULTANTS, INC.

Form 5500-SF

FILING_RECEIVED

COASTAL PENSION CONSULTANTS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$38

Net assets (EOY)

$38

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

47

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL PENSION CONSULTANTS, INC..

Plan sponsor

Name

COASTAL PENSION CONSULTANTS, INC.

EIN

38-3661233

Address

595 HOLLOW RIDGE ROD · PALM HARBOR, FL · 34683

Phone

(727) 781-1807

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

COASTAL PENSION CONSULTANTS, INC.

EIN

38-3661233

City

PALM HARBOR, FL

Phone

(727) 781-1807

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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