· 2022–2024 · DOL EFAST2

CHILDRENS OUTING ASSOCIATION D.B.A. COA YOUTH AND FAMILY CENTERS — CHILDREN'S OUTING ASSOCIATION D. B. A. COA YOUTH AND FAMILY CENTERS 403(B) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250717151515NAL0000747840001

CHILDRENS OUTING ASSOCIATION D.B.A. COA YOUTH AND FAMILY CENTERS

Form 5500-SF

FILING_RECEIVED

CHILDREN'S OUTING ASSOCIATION D. B. A. COA YOUTH AND FAMILY CENTERS 403(B) PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

55

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

72

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

60

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDRENS OUTING ASSOCIATION D.B.A. COA YOUTH AND FAMILY CENTERS.

Plan sponsor

Name

CHILDRENS OUTING ASSOCIATION D.B.A. COA YOUTH AND FAMILY CENTERS

EIN

39-0806339

Address

909 E NORTH AVE · MILWAUKEE, WI · 53212

Phone

(414) 263-8383

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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