How big is Coleman Tri-County Services, Inc.'s plan?

Coleman Tri-County Services, Inc.'s plan reported $1.7M in assets and 108 participants for 2025.

Original filing (PDF)20260521164509NAL0002766931001

Coleman Tri-County Services, Inc.

Name: Coleman Tri-County Services, Inc. — Coleman Tri-Coun, Form 5500 (2025)
Creator: Coleman Tri-County Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coleman Tri-County Services, Inc. 403(b) Plan

403(b) retirement plan · Coleman Tri-County Services, Inc.'s Coleman Tri-County Services, Inc. 403(b) Plan held $1.7M in plan assets for 108 participants in 2025.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

DAWN LAMP signed Coleman Tri-County Services, Inc.'s 2025 Form 5500 as plan administrator.

DAWN LAMP — 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

Coleman Tri-County Services, Inc.'s EIN is 37-1018302.

EIN 37-1018302

Plan number 003

Plan year 2025

ACK ID 20260521164509NAL0002766931001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coleman Tri-County Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coleman Tri-County Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLEMAN TRI-COUNTY SERVICES, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score