How big is Blue Coast Wealth Partners LLC's plan?

Blue Coast Wealth Partners LLC's plan reported $19K in assets and 3 participants for 2025.

Original filing (PDF)20260501220154NAL0001167555049

Blue Coast Wealth Partners LLC

Name: Blue Coast Wealth Partners LLC — Blue Coast Wealth, Form 5500 (2025)
Creator: Blue Coast Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Coast Wealth Partners LLC 401(k) Plan

401(k) retirement plan · Blue Coast Wealth Partners LLC's Blue Coast Wealth Partners LLC 401(k) Plan held $19K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Elantha Barry signed Blue Coast Wealth Partners LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Blue Coast Wealth Partners LLC's EIN is 99-0993646.

EIN 99-0993646

Plan number 001

Plan year 2025

ACK ID 20260501220154NAL0001167555049

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Blue Coast Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Blue Coast Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE COAST WEALTH PARTNERS LLC.

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Plan health score

Above-average plan

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