How big is Coalesce LLC's plan?

Coalesce LLC's plan reported $618K in assets and 2 participants for 2022.

Original filing (PDF)20230509184404NAL0028113441001

Coalesce LLC

Name: Coalesce LLC — Coalesce LLC 401(k) Profit Sharing, Form 5500 (2022)
Creator: Coalesce LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coalesce LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Coalesce LLC's Coalesce LLC 401(k) Profit Sharing Plan & Trust held $618K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

People on this filing

Kevin Pratt signed Coalesce LLC's 2022 Form 5500 as plan administrator.

Kevin Pratt — 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

Coalesce LLC's EIN is 20-5605722.

EIN 20-5605722

Plan number 001

Plan year 2022

ACK ID 20230509184404NAL0028113441001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Coalesce LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Coalesce LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COALESCE 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

Helping the score