How big is Coolidge Wall Co LPA's plan?

Coolidge Wall Co LPA's plan reported $34.4M in assets and 70 participants for 2024.

Original filing (PDF)20250708124756NAL0010974162001

Coolidge Wall Co LPA

Name: Coolidge Wall Co LPA — Coolidge Wall Co LPA, Form 5500 (2024)
Creator: Coolidge Wall Co LPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coolidge Wall Co LPA Retirement Savings Plan

401(k) retirement plan · Coolidge Wall Co LPA's Coolidge Wall Co LPA Retirement Savings Plan held $34.4M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34.4M

Net assets (EOY)

$34.4M

People on this filing

Brent Gambill signed Coolidge Wall Co LPA's 2024 Form 5500 as plan administrator.

Brent Gambill — 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

Coolidge Wall Co LPA's EIN is 31-0872613.

EIN 31-0872613

Plan number 002

Plan year 2024

ACK ID 20250708124756NAL0010974162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coolidge Wall Co LPA's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COOLIDGE WALL CO LPA.

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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