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
67
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL TAX ADVISORS LLP.
Plan sponsor
Name
COASTAL TAX ADVISORS LLP
EIN
61-1634044
Address
13520 EVENING CREEK DR N · SUITE 480 · SAN DIEGO, CA · 92128
