Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $5.8M assets / 26 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COASTAL MEDICAL SUPPLY, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $4.3M | 17 | 2025 |
| #002 | COASTAL MEDICAL SUPPLY, INC.401(K) PROFIT SHARING PLAN | 401(k) | $1.5M | 9 | 2025 |