How big is Coastal Charter and Lodging Inc.'s plan?

Coastal Charter and Lodging Inc.'s plan reported $387K in assets and 14 participants for 2024.

Original filing (PDF)20250716104517NAL0003026561001

Coastal Charter and Lodging Inc.

Name: Coastal Charter and Lodging Inc. — Form 5500 (2024)
Creator: Coastal Charter and Lodging Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Coastal Charter and Lodging Inc. held $387K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

People on this filing

Mary McDonnell signed Coastal Charter and Lodging Inc.'s 2024 Form 5500 as plan administrator.

Mary McDonnell — 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 Charter and Lodging Inc.'s EIN is 74-2740278.

EIN 74-2740278

Plan number 001

Plan year 2024

ACK ID 20250716104517NAL0003026561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal Charter and Lodging Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Charter and Lodging Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score