How big is Coltrain Funding Group LLC's plan?

Coltrain Funding Group LLC's plan reported $1.7M in assets and 15 participants for 2024.

Original filing (PDF)20251014132642NAL0002881489001

Coltrain Funding Group LLC

Name: Coltrain Funding Group LLC — Coltrain Funding Group, Form 5500 (2024)
Creator: Coltrain Funding Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coltrain Funding Group LLC 401(k) Plan

401(k) retirement plan · Coltrain Funding Group LLC's Coltrain Funding Group LLC 401(k) Plan held $1.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Thomas Russo signed Coltrain Funding Group LLC's 2024 Form 5500 as plan administrator.

Thomas Russo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coltrain Funding Group LLC's EIN is 14-1943617.

EIN 14-1943617

Plan number 001

Plan year 2024

ACK ID 20251014132642NAL0002881489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coltrain Funding Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coltrain Funding Group LLC's plan includes a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLTRAIN FUNDING GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off