How big is BC & Coastal Inc.'s plan?

BC & Coastal Inc.'s plan reported $113K in assets and 1 participants for 2024.

Original filing (PDF)20251010113037NAL0004187459001

BC & Coastal Inc.

Name: BC & Coastal Inc. — The Georgina Jacobson Group, Form 5500 (2024)
Creator: BC & Coastal Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Georgina Jacobson Group Profit Sharing Plan/401(k)

401(k) retirement plan · BC & Coastal Inc.'s The Georgina Jacobson Group Profit Sharing Plan/401(k) held $113K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

Plan identifiers

BC & Coastal Inc.'s EIN is 45-5383458.

EIN 45-5383458

Plan number 003

Plan year 2024

ACK ID 20251010113037NAL0004187459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BC & Coastal Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BC & Coastal Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BC & COASTAL INC.

EIN

all filings

Address

840 NEWPORT CENTER DR · SUITE 100 · NEWPORT BEACH, CA · 92660

Phone

(949) 285-8380

Industry

Real Estate

Plan administrator