How big is Coastal HVAC LLC's plan?

Coastal HVAC LLC's plan reported $270K in assets and 18 participants for 2025.

Original filing (PDF)20260429134032NAL0024045762001

Coastal HVAC LLC

Name: Coastal HVAC LLC — Coastal HVAC LLC 401(k) Profit, Form 5500 (2025)
Creator: Coastal HVAC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal HVAC LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Coastal HVAC LLC's Coastal HVAC LLC 401(k) Profit Sharing Plan & Trust held $270K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

People on this filing

Julie Barefoot signed Coastal HVAC LLC's 2025 Form 5500 as plan administrator.

Julie Barefoot — 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 HVAC LLC's EIN is 87-0714509.

EIN 87-0714509

Plan number 001

Plan year 2025

ACK ID 20260429134032NAL0024045762001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coastal HVAC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coastal HVAC 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 HVAC 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

Knocking points off