How big is Coastal Group, LLC's plan?

Coastal Group, LLC's plan reported $2.9M in assets and 109 participants for 2024.

Original filing (PDF)20250930084739NAL0005397971001

Coastal Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Coastal Carriers 401(k)

401(k) retirement plan · Coastal Group, LLC's Coastal Carriers 401(k) held $2.9M in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

KIM Stewart signed Coastal Group, LLC's 2024 Form 5500 as plan administrator.

KIM Stewart — 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 Group, LLC's EIN is 81-3174226.

EIN 81-3174226

Plan number 001

Plan year 2024

ACK ID 20250930084739NAL0005397971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Group, 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 COASTAL GROUP, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score