Sponsor portfolio
COASTAL LIFE WEALTH MANAGEMENT
EIN 45-4730177Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$244K assets
Welfare
0
Participants
2
3914 MURPHY CANYON ROAD, A100 - SAN DIEGO, CA 92123858-496-7782coastallifewealth.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COASTAL LIFE WEALTH MANAGEMENT RETIREMENT TRUST | 401k | $244K | 2 | 2025 |
Retirement plans