How big is MM Coastal Wealth LLC's plan?

MM Coastal Wealth LLC's plan reported $1.9M in assets and 53 participants for 2024.

Original filing (PDF)20250915092207NAL0001205184001

MM Coastal Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

MM Coastal Wealth 401(k) Plan

401(k) retirement plan · MM Coastal Wealth LLC's MM Coastal Wealth 401(k) Plan held $1.9M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

MM Coastal Wealth LLC's EIN is 84-3909601.

EIN 84-3909601

Plan number 001

Plan year 2024

ACK ID 20250915092207NAL0001205184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MM Coastal Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MM Coastal Wealth LLC's plan includes 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 MM COASTAL WEALTH LLC.

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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

Knocking points off