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Filings through Sep 24, 2026.

Sponsor portfolio

South Coast Assurance

EIN 27-0132234-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$33K assets
Welfare
0
Participants
12
2700 POST OAK BLVD STE 1700 - HOUSTON, TX 770565718713-965-9510
Plans on this EIN
1 filing
#001401(k)-$33K - 12 part

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Retirement#001

SOUTH COAST ASSURANCE 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$33K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH COAST ASSURANCE 401(K) PROFIT SHARING PLAN & TRUST401(k)$33K122025
Retirement plans
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