How big is Castle Coast Wealth, LLC's plan?

Castle Coast Wealth, LLC's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250917110534NAL0000208419001

Castle Coast Wealth, LLC

Name: Castle Coast Wealth, LLC — Castle Coast Wealth, LLC, Form 5500 (2024)
Creator: Castle Coast Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castle Coast Wealth, LLC 401(k) Plan

401(k) retirement plan · Castle Coast Wealth, LLC's Castle Coast Wealth, LLC 401(k) Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Charlie Gillespie signed Castle Coast Wealth, LLC's 2024 Form 5500 as plan administrator.

Charlie Gillespie — 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

Castle Coast Wealth, LLC's EIN is 84-4037812.

EIN 84-4037812

Plan number 001

Plan year 2024

ACK ID 20250917110534NAL0000208419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Castle Coast Wealth, LLC'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 CASTLE COAST WEALTH, 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

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 (94th percentile).

Plan sponsor

Name

CASTLE COAST WEALTH, LLC

EIN

all filings

Address

4225 EXECUTIVE SQUARE, SUITE 1030 · LA JOLLA, CA · 92037

Phone

(858) 546-1247

Industry

Finance & Insurance

Plan administrator