Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COASTAL MORTGAGE SOLUTIONS, INC.
EIN 82-4701779Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
20
1607 FREDERICA ROAD, SUITE 102 - ST. SIMONS ISLAND, GA 31522912-268-4064
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 20 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#001
COASTAL MORTGAGE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COASTAL MORTGAGE SOLUTIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$732K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COASTAL MORTGAGE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 11 | 2024 | |
| 002 | COASTAL MORTGAGE SOLUTIONS, INC. CASH BALANCE PLAN | CashBalance | $732K | 9 | 2024 |
Retirement plans