Original filing (PDF)20250521123046NAL0003185808001

COACH'S OATS, INC.

Name: COACH'S OATS, INC. — COACH'S OATS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COACH'S OATS, INC.

Form 5500-SF

FILING_RECEIVED

COACH'S OATS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 COACH'S OATS, INC..

Plan sponsor

Name

COACH'S OATS, INC.

EIN

35-0573296

Address

3030 SATURN STREET, SUITE 203 · BREA, CA · 92821

Phone

(714) 692-6885

Industry

Manufacturingsee 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

2025-05-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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 Manufacturing plans

FRANK WARDYNSKI & SONS, INC.

FRANK WARDYNSKI & SONS, INC. PROFIT SHARING PLAN

$1.6M · 9 participants

ELEVATION REPS OF THE ROCKIES

ELEVATION REPS OF THE ROCKIES, INC. CASH BALANCE PLAN

$1.6M · 10 participants

JAMES C. CANNELL COFFEES, INC.

JAMES C. CANNELL COFFEES, INC. 401(K) PLAN

$1.6M · 15 participants

CGI STORES, LLC

CGI STORES, LLC 401(K) PLAN

$1.6M · 54 participants

MULTIPLY LABS

MULTIPLY LABS 401(K) PLAN

$1.6M · 34 participants