Assets by plan
Share of aggregate retirement assets
Filings through .
Coast Benefits, Inc.
EIN 33-0670046Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$62.7M assets
Health & Benefits
0
Participants
664
3530 CAMINO DEL RIO N, STE 110 - SAN DIEGO, CA 92108619-280-4302
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $62.7M assets / 664 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$959K
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#333
WESTERN REGIONS NECA 401(K) PLAN
401(k)
Assets$61.7M
Participants654
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COAST BENEFITS 401(K) PLAN
401(k)
Assets$959K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #333 | WESTERN REGIONS NECA 401(K) PLAN | 401(k) | $61.7M | 654 | 2025 |
| #002 | COAST BENEFITS 401(K) PLAN | 401(k) | $959K | 10 | 2025 |
- #333 · 401(k) · 2025654
- #002 · 401(k) · 202510
Retirement plans