Coastal Valley Wealth Management

William Hardegree signed Coastal Valley Wealth Management's 2025 Form 5500 as plan administrator.

• William Hardegree — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Coastal Valley Wealth Management's EIN is 84-5062908.

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

Coastal Valley Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.