How big is Costa Partners, LLC's plan?

Costa Partners, LLC's plan reported $396K in assets and 3 participants for 2024.

Original filing (PDF)20250411174407NAL0047144322001

Costa Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Costa Partners, LLC 401(k) Plan

401(k) retirement plan · Costa Partners, LLC's Costa Partners, LLC 401(k) Plan held $396K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

People on this filing

Kaydee Baker signed Costa Partners, LLC's 2024 Form 5500 as plan administrator.

Kaydee Baker — 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

Costa Partners, LLC's EIN is 82-5217385.

EIN 82-5217385

Plan number 001

Plan year 2024

ACK ID 20250411174407NAL0047144322001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Costa Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PARTNERS, LLC.

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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