· 2022–2024 · DOL EFAST2

Coconut Point Living LLC — Coconut Point Living LLC, Form 5500 (2025)

Original filing (PDF)20260424083539NAL0005757905001

Coconut Point Living LLC

Form 5500-SF

FILING_RECEIVED

Coconut Point Living LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Coconut Point Living LLC's Coconut Point Living LLC 401(k) Profit Sharing Plan & Trust held $59K in plan assets for 21 participants in 2025.

Active participants

21

Accounts w/ balance

22

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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

56

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 COCONUT POINT LIVING LLC.

Plan sponsor

Name

COCONUT POINT LIVING LLC

EIN

38-3817351all filings

Address

9309 S ORANGE BLOSSOM TRL · ORLANDO, FL · 328378300

Phone

(904) 465-2236

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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