How big is Gold Coast Wealth Advisors LLC's plan?

Gold Coast Wealth Advisors LLC's plan reported $737K in assets and 3 participants for 2025.

Original filing (PDF)20260420121507NAL0002407168001

Gold Coast Wealth Advisors LLC

Name: Gold Coast Wealth Advisors LLC — Gold Coast Wealth, Form 5500 (2025)
Creator: Gold Coast Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gold Coast Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Gold Coast Wealth Advisors LLC's Gold Coast Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust held $737K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$737K

Net assets (EOY)

$737K

People on this filing

Mark E Peterson signed Gold Coast Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

Mark E Peterson — 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

Gold Coast Wealth Advisors LLC's EIN is 81-0996641.

EIN 81-0996641

Plan number 001

Plan year 2025

ACK ID 20260420121507NAL0002407168001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gold Coast Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gold Coast Wealth Advisors 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 GOLD COAST WEALTH ADVISORS 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

Helping the score