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  2. Castle Coast Wealth, LLC

Filings through Sep 24, 2026.

Sponsor portfolio

Castle Coast Wealth, LLC

EIN 84-4037812-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
9
4225 EXECUTIVE SQUARE, SUITE 1030 - LA JOLLA, CA 92037858-546-1247
Plans on this EIN
1 filing
#001401(k)-$1.7M - 9 part

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Retirement#001

CASTLE COAST WEALTH, LLC 401(K) PLAN

401(k)

Assets$1.7M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASTLE COAST WEALTH, LLC 401(K) PLAN401(k)$1.7M92025
Retirement plans
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