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  2. Coastal Valley Wealth Management

Filings through Oct 24, 2026.

Coastal Valley Wealth Management

EIN 84-5062908-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$424K assets
Health & Benefits
0
Participants
3
183 LANDRUM LANE, SUITE 103 - PONTE VEDRA BEACH, FL 32082904-834-9115
Plans on this EIN
1 filing
#001401(k)-$424K - 3 part

Plan summaries

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

Retirement#001

COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$424K
Participants3
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 VALLEY WEALTH MANAGEMENT 401(K) PLAN401(k)$424K32025
  • COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN$424K
    #001 · 401(k) · 20253
Retirement plans
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