How big is Coastal Concierge Services, LLC's plan?

Coastal Concierge Services, LLC's plan reported $1.3M in assets and 10 participants for 2024.

Original filing (PDF)20250620095553NAL0003799729003

Coastal Concierge Services, LLC

Name: Coastal Concierge Services, LLC — Coastal Concierge, Form 5500 (2024)
Creator: Coastal Concierge Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Concierge Services, LLC 401(k) Plan

401(k) retirement plan · Coastal Concierge Services, LLC's Coastal Concierge Services, LLC 401(k) Plan held $1.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Mark Eckstrom signed Coastal Concierge Services, LLC's 2024 Form 5500 as plan administrator.

Mark Eckstrom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Coastal Concierge Services, LLC's EIN is 38-4006242.

EIN 38-4006242

Plan number 001

Plan year 2024

ACK ID 20250620095553NAL0003799729003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Concierge Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Concierge Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL CONCIERGE SERVICES, 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