How big is Coastal Shield Insurance LLC's plan?

Coastal Shield Insurance LLC's plan reported $95K in assets and 2 participants for 2024.

Original filing (PDF)20250430092303NAL0003486514001

Coastal Shield Insurance LLC

Name: Coastal Shield Insurance LLC — Coastal Shield, Form 5500 (2024)
Creator: Coastal Shield Insurance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Shield Insurance LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Coastal Shield Insurance LLC's Coastal Shield Insurance LLC 401(k) Profit Sharing Plan & Trust held $95K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

People on this filing

David P Bolduc signed Coastal Shield Insurance LLC's 2024 Form 5500 as plan administrator.

David P Bolduc — 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 Shield Insurance LLC's EIN is 85-1656320.

EIN 85-1656320

Plan number 001

Plan year 2024

ACK ID 20250430092303NAL0003486514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Shield Insurance LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SHIELD INSURANCE 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