Original filing (PDF)20250825135203NAL0015392962001

COATE CONCRETE PRODUCTS UNION

Name: COATE CONCRETE PRODUCTS UNION — COATE CONCRETE PRODUCTS UNION 401K PLAN, Form 5500 (2024)
Creator: COATE CONCRETE PRODUCTS UNION

Form 5500-SF

FILING_RECEIVED

COATE CONCRETE PRODUCTS UNION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COATE CONCRETE PRODUCTS UNION.

Plan sponsor

Name

COATE CONCRETE PRODUCTS UNION

EIN

31-0734646all filings

Address

7330 W. STATE ROUTE 571 · WEST MILTON, OH · 453839741

Phone

(937) 698-4181

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Similar-size Construction plans

DUKE'S WELDING AND FABRICATION, LLC

DUKE'S WELDING AND FABRICATION, LLC 401(K)

SUMMIT INDUSTRIAL CONSTRUCTION, LLC

SUMMIT INDUSTRIAL CONSTRUCTION, LLC PROFIT SHARING 401(K) PLAN

SUN SOLAR LLC

SUN SOLAR LLC MEDOVA LIFESTYLE HEALTH PLAN

HOME GUARDIAN ANGELS, INC.

HOME GUARDIAN ANGELS, INC. HEALTH AND WELFARE PLAN

DEAN MARTENS BACKHOE AND EXCAVATING

DEAN MARTEN'S BACKHOE AND EXCAVATING 401(K) P/S PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.