How big is Coastal PB4 LLC's plan?

Coastal PB4 LLC's plan reported $610K in assets and 15 participants for 2024.

Original filing (PDF)20251010111130NAL0012934704001

Coastal PB4 LLC

Name: Coastal PB4 LLC — Coastal PB4 LLC 401(k) Plan, Form 5500 (2024)
Creator: Coastal PB4 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal PB4 LLC 401(k) Plan

401(k) retirement plan · Coastal PB4 LLC's Coastal PB4 LLC 401(k) Plan held $610K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$610K

Net assets (EOY)

$610K

People on this filing

Richard Tatum signed Coastal PB4 LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 PB4 LLC's EIN is 81-2957793.

EIN 81-2957793

Plan number 001

Plan year 2024

ACK ID 20251010111130NAL0012934704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coastal PB4 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal PB4 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PB4 LLC.

Finding similar companies…

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