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COLEMAN ENGINEERING INC — COLEMAN ENGINEERING INC 401K PS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240411150015NAL0000433411001
COLEMAN ENGINEERING INC
Form 5500-SF
FILING_RECEIVED
COLEMAN ENGINEERING INC 401K PS PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
13
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COLEMAN ENGINEERING INC
.
Find decision makers
Plan sponsor
Name
COLEMAN ENGINEERING INC
EIN
27-1629229
Address
1223 PLEASANT GROVE BOULEVARD · SUITE 100 · ROSEVILLE, CA · 956780000
Phone
(916) 791-1188
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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HILL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
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RYAN JOYCE STRUCTURAL DESIGN
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ADAMSON ENGINEERING, LLC
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$2.2M · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GOSS ENGINEERING
GOSS ENGINEERING 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 28 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
