How big is Coastal Complete Direct Primary Care, LLC's plan?

Coastal Complete Direct Primary Care, LLC's plan reported $343K in assets and 7 participants for 2024.

Original filing (PDF)20250829135130NAL0011366513001

Coastal Complete Direct Primary Care, LLC

Name: Coastal Complete Direct Primary Care, LLC — Form 5500 Plan 001 (2024)
Creator: Coastal Complete Direct Primary Care, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Complete Direct Primary Care, LLC 401(k) Plan

401(k) retirement plan · Coastal Complete Direct Primary Care, LLC's Coastal Complete Direct Primary Care, LLC 401(k) Plan held $343K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

Plan identifiers

Coastal Complete Direct Primary Care, LLC's EIN is 85-2851512.

EIN 85-2851512

Plan number 001

Plan year 2024

ACK ID 20250829135130NAL0011366513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Complete Direct Primary Care, LLC's plan includes profit-sharing, 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 COASTAL COMPLETE DIRECT PRIMARY CARE, 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