Original filing (PDF)20250711151628NAL0017660210001

COAST FIDUCIARY SERVICES, INC.

Name: COAST FIDUCIARY SERVICES, INC. — COAST FIDUCIARY SERVICES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COAST FIDUCIARY SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

COAST FIDUCIARY SERVICES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COAST FIDUCIARY SERVICES, INC..

Plan sponsor

Name

COAST FIDUCIARY SERVICES, INC.

EIN

84-4500229

Address

1765 GOODYEAR AVENUE · SUITE 201 · VENTURA, CA · 93003

Phone

(805) 620-0562

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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