Original filing (PDF)20250801091638NAL0008109248001

C.O.A.D.

Name: C.O.A.D. — 403(B) THRIFT PLAN OF C. O. A. D., Form 5500 (2024)
Creator: C.O.A.D.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF C. O. A. D.

Defined-contribution retirement plan

Active participants

101

Accounts w/ balance

127

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.O.A.D..

Plan sponsor

Name

C.O.A.D.

EIN

31-0811788

Address

1 PINCHOT LANE · ATHENS, OH · 45701

Phone

(740) 594-8499

Industry

Health Care & Social Assistancesee all

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

2025-08-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Related plans

Similar-size Health Care & Social Assistance plans

WEST TEXAS OPPORTUNITIES, INC.

WEST TEXAS OPPORTUNITIES, INC. PROFIT SHARING PLAN

$4.5M · 177 participants

SERVING SENIORS

SERVING SENIORS 403(B) PLAN

$4.5M · 118 participants

BAY AREA COMMUNITY RESOURCES

BAY AREA COMMUNITY RESOURCES 403(B) PLAN

$4.5M · 1,993 participants

FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT

FLORENCE IMMIGRANT & REFUGEE RIGHTS 403(B) RETIREMENT PLAN

$4.6M · 205 participants

WHOLE LIFE, INC.

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WHOLE LIFE, INC.