How big is Coastal Equity Management's plan?

Coastal Equity Management's plan reported $14K in assets and 6 participants for 2025.

Original filing (PDF)20260506220316NAL0002217809046

Coastal Equity Management

Name: Coastal Equity Management — Coastal Equity, Form 5500 (2025)
Creator: Coastal Equity Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Equity Management 401(k) Plan

401(k) retirement plan · Coastal Equity Management's Coastal Equity Management 401(k) Plan held $14K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan identifiers

Coastal Equity Management's EIN is 83-1656382.

EIN 83-1656382

Plan number 001

Plan year 2025

ACK ID 20260506220316NAL0002217809046

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coastal Equity Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coastal Equity Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 EQUITY MANAGEMENT.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score