Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COASTAL CONE
EIN 81-1805776computer hardwareLatest filing 2025
Plans
2
Retirement
2
$768K assets
Welfare
0
Participants
25
1583 SPINNAKER DRIVE #104 - VENTURA, CA 93001805-658-2837coastalcone.comLinkedIn1-10 employeescomputer hardware
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $768K assets / 25 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
COASTAL CONE CASH RETIREMENT PLAN
CashBalance
Assets$674K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COASTAL CONE 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$94K
Participants13
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 | COASTAL CONE CASH RETIREMENT PLAN | CashBalance | $674K | 12 | 2025 | |
| 001 | COASTAL CONE 401(K) PROFIT SHARING PLAN | ProfitSharing | $94K | 13 | 2025 |
Retirement plans