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  2. Atherton Holdings, Inc. Dba Coastal Wealth, Inc.

Filings through Oct 24, 2026.

Atherton Holdings, Inc. Dba Coastal Wealth, Inc.

EIN 38-4295892-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$180K assets
Health & Benefits
0
Participants
4
28202 CABOT RD., SUITE 260 - LAGUNA NIGUEL, CA 92677949-456-8004
Plans on this EIN
1 filing
#001401(k)-$180K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

COASTAL WEALTH, INC. 401(K) PLAN

401(k)

Assets$180K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COASTAL WEALTH, INC. 401(K) PLAN401(k)$180K42025
  • COASTAL WEALTH, INC. 401(K) PLAN$180K
    #001 · 401(k) · 20254
Retirement plans
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