How big is Coastal Turning Point's plan?

Coastal Turning Point's plan reported $285K in assets and 15 participants for 2024.

Original filing (PDF)20250721094251NAL0002667394001

Coastal Turning Point

Name: Coastal Turning Point — Coastal Turning Point 401(k), Form 5500 (2024)
Creator: Coastal Turning Point
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Turning Point 401(k) Plan

401(k) retirement plan · Coastal Turning Point's Coastal Turning Point 401(k) Plan held $285K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

People on this filing

Marcus Bowie signed Coastal Turning Point's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Turning Point's EIN is 47-1715074.

EIN 47-1715074

Plan number 001

Plan year 2024

ACK ID 20250721094251NAL0002667394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Turning Point'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 TURNING POINT.

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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

Knocking points off