How big is Coastline Financial Resources,LLC's plan?

Coastline Financial Resources,LLC's plan reported $258K in assets and 3 participants for 2024.

Original filing (PDF)20251015130024NAL0004916193001

Coastline Financial Resources,LLC

Name: Coastline Financial Resources,LLC — Coastline, Form 5500 (2024)
Creator: Coastline Financial Resources,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastline Financial Resources 401(k) Plan

401(k) retirement plan · Coastline Financial Resources,LLC's Coastline Financial Resources 401(k) Plan held $258K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Babak Mostafavi signed Coastline Financial Resources,LLC's 2024 Form 5500 as plan administrator.

Babak Mostafavi — 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

Coastline Financial Resources,LLC's EIN is 45-5485291.

EIN 45-5485291

Plan number 001

Plan year 2024

ACK ID 20251015130024NAL0004916193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastline Financial Resources,LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastline Financial Resources,LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTLINE FINANCIAL RESOURCES,LLC.

Finding similar companies…

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