How big is Coastal Consulting, LLC's plan?

Coastal Consulting, LLC's plan reported $124K in assets and 5 participants for 2024.

Original filing (PDF)20251014111051NAL0002713537001

Coastal Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Coastal Consulting Cash Balance Plan

Defined-benefit pension plan · Coastal Consulting, LLC's Coastal Consulting Cash Balance Plan held $124K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

People on this filing

Nemesio Ortiz signed Coastal Consulting, LLC's 2024 Form 5500 as plan administrator.

Nemesio Ortiz — 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 Consulting, LLC's EIN is 85-1887889.

EIN 85-1887889

Plan number 002

Plan year 2024

ACK ID 20251014111051NAL0002713537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Consulting, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL CONSULTING, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score