How big is Coastal Partners, LLC's plan?

Coastal Partners, LLC's plan reported $679K in assets and 11 participants for 2025.

Original filing (PDF)20260507184305NAL0006090994001

Coastal Partners, LLC

Name: Coastal Partners, LLC — Coastal Partners, LLC 401(k), Form 5500 (2025)
Creator: Coastal Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Partners, LLC 401(k) P/S Plan

401(k) retirement plan · Coastal Partners, LLC's Coastal Partners, LLC 401(k) P/S Plan held $679K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

People on this filing

Catherine Barrington signed Coastal Partners, LLC's 2025 Form 5500 as plan administrator.

Catherine Barrington — 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

Coastal Partners, LLC's EIN is 84-4215800.

EIN 84-4215800

Plan number 001

Plan year 2025

ACK ID 20260507184305NAL0006090994001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Coastal Partners, LLC's plan includes automatic enrollment, 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 COASTAL 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