How big is COCO PLUM Real Estate, Inc.'s plan?

COCO PLUM Real Estate, Inc.'s plan reported $765K in assets and 5 participants for 2024.

Original filing (PDF)20250701110555NAL0030460066001

COCO PLUM Real Estate, Inc.

Name: COCO PLUM Real Estate, Inc. — COCO PLUM Real Estate, Form 5500 (2024)
Creator: COCO PLUM Real Estate, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COCO PLUM Real Estate 401(k) Plan

401(k) retirement plan · COCO PLUM Real Estate, Inc.'s COCO PLUM Real Estate 401(k) Plan held $765K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

People on this filing

Kelly Willey signed COCO PLUM Real Estate, Inc.'s 2024 Form 5500 as plan administrator.

Kelly Willey — 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

COCO PLUM Real Estate, Inc.'s EIN is 20-1177971.

EIN 20-1177971

Plan number 001

Plan year 2024

ACK ID 20250701110555NAL0030460066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COCO PLUM Real Estate, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COCO PLUM Real Estate, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COCO PLUM REAL ESTATE, INC..

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

COCO PLUM REAL ESTATE, INC.

EIN

all filings

Address

11187 OVERSEAS HWY · MARATHON, FL · 33050

Phone

(305) 289-2212

Industry

Real Estate

Plan administrator