Filings through .
Coastal Pension Services
Matched across 19 name variants in the filings
Coastal Pension Services summary
Coastal Pension Services appears on 40 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.2B in assets for 13,678 participants. The median client plan holds $21.8M. Most client plans are sponsored in MD, VA and DC. The largest clients by plan assets are Realmone, Zuckerman Spaeder LLP and Oliff PLC. Plans reported $557K in direct and indirect compensation paid to Coastal Pension Services. The median is $10K per plan.
- Participants
- 13,678
- Median plan assets
- $21.8M
- Median plan participants
- 212
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Realmone | MD | $131M | 888 |
| Zuckerman Spaeder LLP | DC | $123M | 191 |
| Oliff PLC | VA | $87.7M | 176 |
| Chaney Materials, LLC | MD | $70.1M | 864 |
| Alpha Omega Integration, LLC | VA | $57.3M | 1,106 |
| Public Policy Holding Company, Inc. | DC | $47.5M | 472 |
| Axiologic Solutions, LLC | VA | $47.1M | 302 |
| Northeastern Supply, Inc. | MD | $43.9M | 412 |
| Arrow Fastener Co., LLC | NJ | $34.0M | 407 |
| Artis Senior Living, LLC | VA | $33.3M | 1,148 |
| Torti Gallas and Partners, Inc. | DC | $31.9M | 177 |
| Semmes, Bowen & Semmes a Professional Corporation, plan 001 | MD | $29.6M | 192 |
| Trimark Corporation | IA | $28.5M | 418 |
| Clearspectrum, LLC | MD | $27.3M | 133 |
| Pala Group, Inc. | LA | $25.3M | 700 |
| Rapid Financial Services, LLC | MD | $25.0M | 231 |
| Roush Holdings, Inc. | OH | $24.8M | 481 |
| Aac Inc. | VA | $23.8M | 156 |
| Clearedge IT Solutions, LLC | MD | $23.5M | 131 |
| Fearless Solutions, LLC | MD | $23.0M | 333 |
| Global Impact | VA | $20.6M | 322 |
| Terrazzo & Marble Supply Co. of Illinois | IL | $20.5M | 216 |
| Plex Solutions, LLC | MD | $19.6M | 191 |
| Directviz Solutions LLC | VA | $18.6M | 384 |
| Semmes, Bowen & Semmes a Professional Corporation, plan 002 | MD | $16.6M | 177 |
- Realmone$131MMDParticipants 888
- DCParticipants 191
- Oliff PLC$87.7MVAParticipants 176
- Chaney Materials, LLC$70.1MMDParticipants 864
- VAParticipants 1,106
- DCParticipants 472
- Axiologic Solutions, LLC$47.1MVAParticipants 302
- MDParticipants 412
- Arrow Fastener Co., LLC$34.0MNJParticipants 407
- Artis Senior Living, LLC$33.3MVAParticipants 1,148
- DCParticipants 177
- MDParticipants 192
- Trimark Corporation$28.5MIAParticipants 418
- Clearspectrum, LLC$27.3MMDParticipants 133
- Pala Group, Inc.$25.3MLAParticipants 700
- MDParticipants 231
- Roush Holdings, Inc.$24.8MOHParticipants 481
- Aac Inc.$23.8MVAParticipants 156
- MDParticipants 131
- Fearless Solutions, LLC$23.0MMDParticipants 333
- Global Impact$20.6MVAParticipants 322
- ILParticipants 216
- Plex Solutions, LLC$19.6MMDParticipants 191
- Directviz Solutions LLC$18.6MVAParticipants 384
- MDParticipants 177
Top client states
- MD18 plans
- VA8 plans
- DC6 plans
- OH2 plans
- IA1 plan
Frequently asked questions
- Who uses Coastal Pension Services?
- 40 retirement plans list Coastal Pension Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Realmone, Zuckerman Spaeder LLP, Oliff PLC, Chaney Materials, LLC and Alpha Omega Integration, LLC. Most client plans are sponsored in MD, VA and DC.
- How many plans does Coastal Pension Services serve?
- Coastal Pension Services serves 40 retirement plans with $1.2B in plan assets and 13,678 participants, based on the latest Form 5500 filings through 2024.
- What does Coastal Pension Services charge?
- Plans reported $557K in total Schedule C compensation paid to Coastal Pension Services. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Coastal Pension Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 1 |
| Nationwide | 1 |
| Natixis IM | 1 |
| Vanguard | 1 |
| Fidelity (FMR) | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.