How big is Coastal Trading Ventures, Inc.'s plan?

Coastal Trading Ventures, Inc.'s plan reported $337K in assets and 115 participants for 2024.

Original filing (PDF)20251104153845NAL0004829859001

Coastal Trading Ventures, Inc.

Name: Coastal Trading Ventures, Inc. — Coastal Luminize, Form 5500 (2024)
Creator: Coastal Trading Ventures, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Luminize 401(k) Plan

401(k) retirement plan · Coastal Trading Ventures, Inc.'s Coastal Luminize 401(k) Plan held $337K in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

People on this filing

Ashley Mikhail signed Coastal Trading Ventures, Inc.'s 2024 Form 5500 as plan administrator.

Ashley Mikhail — 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 Trading Ventures, Inc.'s EIN is 82-2585469.

EIN 82-2585469

Plan number 001

Plan year 2024

ACK ID 20251104153845NAL0004829859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Trading Ventures, Inc.'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 TRADING VENTURES, INC..

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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 (10th percentile).

Helping the score