How big is Cooritalia's plan?

Cooritalia's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250718123511NAL0001795201001

Cooritalia

Name: Cooritalia — Cooritalia Retirement Trust, Form 5500 (2024)
Creator: Cooritalia
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooritalia Retirement Trust

401(k) retirement plan · Cooritalia's Cooritalia Retirement Trust held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

ALEX Norton signed Cooritalia's 2024 Form 5500 as plan administrator.

ALEX Norton — 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

Cooritalia's EIN is 27-1624649.

EIN 27-1624649

Plan number 001

Plan year 2024

ACK ID 20250718123511NAL0001795201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cooritalia'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 COORITALIA.

Finding similar companies…

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.

Plan sponsor

Name

COORITALIA

EIN

all filings

Address

151 VERMONT ST 10 · SAN FRANCISCO, CA · 94103

Phone

(415) 339-5810

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Robbie Manufacturing & Sales Corp.

Robbie Manufacturing & Sales Corp. 401(k) Plan

$1.1M · 3 participants

DKJ Associates, Inc.

DKJ Associates 401(k) Profit Sharing Plan

$1.1M · 73 participants

Fairway Lumber Co., Inc.

Bay Forest 401(k) Plan

$1.1M · 26 participants

SDK New Materials Inc.

SDK New Materials Inc. 401(k) Profit Sharing Plan & Trust

$1.1M · 4 participants

Roddis Lumber and Veneer Co., L.P.

Roddis Lumber and Veneer Co., L.P. 401(k) Plan and Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.