Retirement plan

EAST COAST WEALTH MANAGEMENT, INC. INDV. 401(K) PLAN

Name: EAST COAST WEALTH MANAGEMENT, INC. - EAST COAST WEALTH MANAGEMENT, INC. INDV. 401(K) PLAN (2025) Form 5500
Creator: EAST COAST WEALTH MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAST COAST WEALTH MANAGEMENT, INC. INDV. 401(K) PLAN, EAST COAST WEALTH MANAGEMENT, INC.

EAST COAST WEALTH MANAGEMENT, INC.EIN 84-1668809Plan #001PY 2025

7 MIDWOOD DR. - FLORHAM PARK, NJ 07932973-978-3264

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+21.4% from 2024

Total participants

0.0% from 2024

Average account balance

$1,207,827

+21.4% from 2024

Annual return

15.76%

-4.07 pp from 2024

Benchmarks

See 12,996 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort12,996 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.2M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$56K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,207,827

$227,291+431.4%

$214,702+462.6%

$155,188+678.3%

Participation rate

100.0%

88.0%+12.0pp

87.5%+12.5pp

80.8%+19.2pp

Annual return

15.76%

60.08%-44.3pp

54.55%-38.8pp

148.84%-133.1pp

Employer contribution / active EE

$29,063

$6,772+329.2%

$6,461+349.8%

$4,248+584.2%

Participant deferral / active EE

$27,250

$9,582+184.4%

$9,147+197.9%

$6,531+317.2%

Admin fee / account holder

$20,413-100.0%

$19,830-100.0%

$14,480-100.0%

EAST COAST WEALTH MANAGEMENT, INC. INDV. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EAST COAST WEALTH MANAGEMENT, INC. INDV. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion