Original filing (PDF)20250708124756NAL0010974162001

COOLIDGE WALL CO LPA

Name: COOLIDGE WALL CO LPA — COOLIDGE WALL CO LPA RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: COOLIDGE WALL CO LPA

Form 5500-SF

FILING_RECEIVED

COOLIDGE WALL CO LPA RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$34.4M

Net assets (EOY)

$34.4M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOLIDGE WALL CO LPA.

Plan sponsor

Name

COOLIDGE WALL CO LPA

EIN

31-0872613

Address

33 WEST FIRST STREET, SUITE 600 · DAYTON, OH · 454021235

Phone

(937) 223-8177

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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