How big is Coast Funding Services LLC's plan?

Coast Funding Services LLC's plan reported $921K in assets and 13 participants for 2024.

Original filing (PDF)20250717153407NAL0000289187001

Coast Funding Services LLC

Name: Coast Funding Services LLC — Coast Funding 401(k), Form 5500 (2024)
Creator: Coast Funding Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coast Funding 401(k) Plan

401(k) retirement plan · Coast Funding Services LLC's Coast Funding 401(k) Plan held $921K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

People on this filing

Marcus Bowie signed Coast Funding Services LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Coast Funding Services LLC's EIN is 85-2469881.

EIN 85-2469881

Plan number 001

Plan year 2024

ACK ID 20250717153407NAL0000289187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coast Funding Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coast Funding Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COAST FUNDING SERVICES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

COAST FUNDING SERVICES LLC

EIN

all filings

Address

4365 EXECUTIVE DRIVE, SUITE 230 · SAN DIEGO, CA · 92121

Phone

(855) 893-3294

Industry

Finance & Insurance

Plan administrator