How big is Costa & Costa LLP's plan?

Costa & Costa LLP's plan reported $1.5M in assets and 4 participants for 2025.

Original filing (PDF)20260418065602NAL0020258161001

Costa & Costa LLP

Name: Costa & Costa LLP — Costa & Costa LLP 401(k) Plan, Form 5500 (2025)
Creator: Costa & Costa LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Costa & Costa LLP 401(k) Plan

401(k) retirement plan · Costa & Costa LLP's Costa & Costa LLP 401(k) Plan held $1.5M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Costa & Costa LLP's EIN is 82-3865755.

EIN 82-3865755

Plan number 001

Plan year 2025

ACK ID 20260418065602NAL0020258161001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Costa & Costa LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Costa & Costa LLP'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 COSTA & COSTA LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

COSTA & COSTA LLP

EIN

all filings

Address

P.O. BOX 8116 · RANCHO SANTA FE, CA · 92067

Phone

(858) 704-4510

Industry

Law Offices· Professional & Technical Services

Plan administrator