How big is Coordinated Plan, Inc.'s plan?

Coordinated Plan, Inc.'s plan reported $1.9M in assets and 8 participants for 2024.

Original filing (PDF)20250924111201NAL0002979059001

Coordinated Plan, Inc.

Name: Coordinated Plan, Inc. — Coordinated Plan, Inc. Cash, Form 5500 (2024)
Creator: Coordinated Plan, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coordinated Plan, Inc. Cash Balance Plan

Defined-benefit pension plan · Coordinated Plan, Inc.'s Coordinated Plan, Inc. Cash Balance Plan held $1.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Randy Schuster signed Coordinated Plan, Inc.'s 2024 Form 5500 as plan administrator.

Randy Schuster — 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

Coordinated Plan, Inc.'s EIN is 27-1493473.

EIN 27-1493473

Plan number 002

Plan year 2024

ACK ID 20250924111201NAL0002979059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coordinated Plan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coordinated Plan, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COORDINATED PLAN, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score