· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COASTAL ROOFING COMPANY INC — COASTAL ROOFING COMPANY INC 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010131316NAL0004640227001
COASTAL ROOFING COMPANY INC
Form 5500-SF
FILING_RECEIVED
COASTAL ROOFING COMPANY INC 401(K) P/S PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
6
Plan assets (EOY)
$181K
Net assets (EOY)
$181K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COASTAL ROOFING COMPANY INC
.
Find decision makers
Plan sponsor
Name
COASTAL ROOFING COMPANY INC
EIN
68-0501550
Address
3303 HARBOR BLVD STE G5 · COSTA MESA, CA · 92626
Phone
(714) 842-2830
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
KRAUSE RENOVATIONS, INC.
KRAUSE RENOVATIONS, INC. 401(K) PLAN
$181K · 16 participants
WATERTIGHT RESTORATION, INC.
WATERTIGHT RESTORATION, INC. 401(K) PLAN
$181K · 15 participants
CRIDER TRENCHING, INC.
CRIDER TRENCHING, INC. 401(K) PLAN
$181K · 9 participants
JENKINS PIPELINE SERVICES LLC
JENKINS PIPELINE SERVICES 401(K) PLAN
$181K · 4 participants
VODIKA ROOFING CONSULTING & MAINTENANCE, LLC
VODIKA ROOFING CONSULTING & MAINTENANCE, LLC 401(K) PLAN
65
Knocking points off
Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$181K · 12 participants
SOUTHERN SPECIALTY CONTRACTOR
SOUTHERN SPECIALTY CONTRACTOR 401(K) PROFIT SHARING PLAN & TRUST
$181K · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
