How big is Coastal Vineyard Services, Inc.'s plan?

Coastal Vineyard Services, Inc.'s plan reported $305K in assets and 166 participants for 2024.

Original filing (PDF)20251002163140NAL0000714577001

Coastal Vineyard Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Coastal Vineyard Services, Inc. 401(k) Plan

401(k) retirement plan · Coastal Vineyard Services, Inc.'s Coastal Vineyard Services, Inc. 401(k) Plan held $305K in plan assets for 166 participants in 2024.

Signals · 1

No auditor on file

Active participants

166

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

Plan identifiers

Coastal Vineyard Services, Inc.'s EIN is 46-1849566.

EIN 46-1849566

Plan number 001

Plan year 2024

ACK ID 20251002163140NAL0000714577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Vineyard Services, Inc.'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 VINEYARD SERVICES, INC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score