· 2022–2024 · DOL EFAST2

Coastal Direct Primary Care, LLC — Coastal Direct, Form 5500 (2025)

Original filing (PDF)20260720120203NAL0006918547001

Coastal Direct Primary Care, LLC

Form 5500-SF

FILING_RECEIVED

Coastal Direct Primary Care, LLC 401(k) Plan

401(k) retirement plan · Coastal Direct Primary Care, LLC's Coastal Direct Primary Care, LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

77

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL DIRECT PRIMARY CARE, LLC.

Plan sponsor

Name

COASTAL DIRECT PRIMARY CARE, LLC

EIN

82-3519597all filings

Address

1409 SAVANNAH RD · LEWES, DE · 19958

Phone

(302) 786-0828

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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