Original filing (PDF)20251014102630NAL0001220003001

COATS VENTURES, INC.

Name: COATS VENTURES, INC. — CRESP PLAN FOR COATS VENTURES, INC., Form 5500 (2024)
Creator: COATS VENTURES, INC.

Form 5500-SF

FILING_RECEIVED

CRESP PLAN FOR COATS VENTURES, INC.

Health & welfare plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

Plan health score

Average plan with room to improve

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 55% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

n/a

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

COATS VENTURES, INC.

EIN

27-6233066all filings

Address

6408 INVERNESS RD · GRANDBURY, TX · 76049

Phone

(817) 594-4828

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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