How big is Coastal Bay Wealth, PLLC's plan?

Coastal Bay Wealth, PLLC's plan reported $132K in assets and 4 participants for 2024.

Original filing (PDF)20251013133517NAL0001410865001

Coastal Bay Wealth, PLLC

Name: Coastal Bay Wealth, PLLC — Coastal Bay 401(k) P/S, Form 5500 (2024)
Creator: Coastal Bay Wealth, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Bay 401(k) P/S Plan

401(k) retirement plan · Coastal Bay Wealth, PLLC's Coastal Bay 401(k) P/S Plan held $132K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

Plan identifiers

Coastal Bay Wealth, PLLC's EIN is 86-3684382.

EIN 86-3684382

Plan number 001

Plan year 2024

ACK ID 20251013133517NAL0001410865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coastal Bay Wealth, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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