Coastal Ridge Management Llc 401(k) Plan: Login, Facts & Contact Information

Coastal Ridge Management Llc 401(k) Plan Facts

Plan name
COASTAL RIDGE REAL ESTATE PARTNERS 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
COASTAL RIDGE MANAGEMENT LLC
Participants
703 (601 active employees)
Former employees with a balance
139
Plan assets
$14,536,076 at Dec 31, 2024
Average account balance
$31,127 across 467 accounts
Employer contributions
$1,096,607 in plan year 2024 (31% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.58 million went into the plan in contributions, $1.10 million of it from the employer (31%).
  • $3.04 million was paid out to participants.
  • Investment and other income added $1.82 million.
  • Administrative expenses were $25,451, about $54 per account.

How the Coastal Ridge Management Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019284$2.51 million$274,196$206,738
2020305$4.12 million$412,162$106,792
2021393$6.79 million$612,289$255,689
2022490$7.73 million$864,978$424,553
2023574$12.2 million$1.09 million$905,505
2024703$14.5 million$1.10 million$3.04 million

Coastal Ridge Management Llc 401(k) Contact Information

Phone
614-339-4608
Mailing address
80 E. RICH ST. SUITE 120, COLUMBUS OH 43215
Plan sponsor
COASTAL RIDGE MANAGEMENT LLC
Employer identification number (EIN)
47-5152254
Plan number
001

Questions about the Coastal Ridge Management Llc 401(k)

Does Coastal Ridge Management Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.10 million, 31% of all contributions.

Does the Coastal Ridge Management Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Coastal Ridge Management Llc 401(k) plan?

703 participants at the start of plan year 2024, 601 of them active employees, and 139 former employees who still had money in the plan.

What is the average 401(k) balance at Coastal Ridge Management Llc?

About $31,127 per account: $14.5 million in plan assets across 467 accounts with a balance at the end of plan year 2024.

Who manages the Coastal Ridge Management Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Coastal Ridge Management Llc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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