How big is Coastal Commerce Group, LLC's plan?

Coastal Commerce Group, LLC's plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20250625153550NAL0008278961001

Coastal Commerce Group, LLC

Name: Coastal Commerce Group, LLC — Coastal Commerce, Form 5500 (2024)
Creator: Coastal Commerce Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Commerce Group, LLC 401(k) Retirement Plan

401(k) retirement plan · Coastal Commerce Group, LLC's Coastal Commerce Group, LLC 401(k) Retirement Plan held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kevin T. Yorio signed Coastal Commerce Group, LLC's 2024 Form 5500 as plan administrator.

Kevin T. Yorio — 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 Commerce Group, LLC's EIN is 55-0897434.

EIN 55-0897434

Plan number 001

Plan year 2024

ACK ID 20250625153550NAL0008278961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Commerce Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Commerce Group, LLC'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 COMMERCE GROUP, LLC.

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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