Original filing (PDF)20250929143231NAL0012304160001

COASTAL CONCIERGE INTERNAL MEDICINE, PLLC

Name: COASTAL CONCIERGE INTERNAL MEDICINE, PLLC — COASTAL CONCIERGE INTERNAL MEDICINE, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: COASTAL CONCIERGE INTERNAL MEDICINE, PLLC

Form 5500-SF

FILING_RECEIVED

COASTAL CONCIERGE INTERNAL MEDICINE, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COASTAL CONCIERGE INTERNAL MEDICINE, PLLC.

Plan sponsor

Name

COASTAL CONCIERGE INTERNAL MEDICINE, PLLC

EIN

86-2792020

Address

1411 NORTH FLAGLER DRIVE SUITE 6700 · WEST PALM BEACH, FL · 33401

Phone

(321) 266-8228

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator