How big is Premier Coast Advisors' plan?

Premier Coast Advisors' plan reported $3.7M in assets and 8 participants for 2025.

Original filing (PDF)20260317123401NAL0002088593001

Premier Coast Advisors

Name: Premier Coast Advisors — Premier Coast Advisors, Form 5500 (2025)
Creator: Premier Coast Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Premier Coast Advisors 401(k) Plan

401(k) retirement plan · Premier Coast Advisors' Premier Coast Advisors 401(k) Plan held $3.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Jason M. Lombardo signed Premier Coast Advisors' 2025 Form 5500 as plan administrator.

Jason M. Lombardo — 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

Premier Coast Advisors' EIN is 87-0905071.

EIN 87-0905071

Plan number 001

Plan year 2025

ACK ID 20260317123401NAL0002088593001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Premier Coast Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Premier Coast Advisors' 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 PREMIER COAST ADVISORS.

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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