COASTAL EXECUTIVE REAL ESTATE GROUP, LLC DBA THE TRISHA COOK TEAM — COASTAL EXECUTIVE REAL ESTATE 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
COASTAL EXECUTIVE REAL ESTATE GROUP, LLC DBA THE TRISHA COOK TEAM
Form 5500-SF
FILING_RECEIVED
COASTAL EXECUTIVE REAL ESTATE 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$366K
Net assets (EOY)
$366K
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
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL EXECUTIVE REAL ESTATE GROUP, LLC DBA THE TRISHA COOK TEAM.
Plan sponsor
Name
COASTAL EXECUTIVE REAL ESTATE GROUP, LLC DBA THE TRISHA COOK TEAM
EIN
45-4145894
Address
920 MORGANS CORNER ROAD, SUITE E · POOLER, GA · 31322
Phone
(912) 737-2935
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
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
Related plans
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