Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CENTRAL COAST WEALTH MANAGEMENT, LLC
EIN 22-3973915financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
10
1104 PALM STREET - SAN LUIS OBISPO, CA 93401805-439-0392centralcoastwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003
401k
Assets$294K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN | TraditionalDB | $2.3M | 5 | 2024 | |
| 003 | CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003 | 401k | $294K | 5 | 2024 |
Retirement plans