How big is Coordinated Business Systems, Ltd.'s plan?

Coordinated Business Systems, Ltd.'s plan reported $12.9M in assets and 104 participants for 2024.

Original filing (PDF)20250702152158NAL0013138001001

Coordinated Business Systems, Ltd.

Name: Coordinated Business Systems, Ltd. — Coordinated, Form 5500 (2024)
Creator: Coordinated Business Systems, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coordinated Business Systems, Ltd. Savings Plan and Trust

401(k) retirement plan · Coordinated Business Systems, Ltd.'s Coordinated Business Systems, Ltd. Savings Plan and Trust held $12.9M in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

People on this filing

Donna Oricchio signed Coordinated Business Systems, Ltd.'s 2024 Form 5500 as plan administrator.

Donna Oricchio — 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

Coordinated Business Systems, Ltd.'s EIN is 41-1457518.

EIN 41-1457518

Plan number 001

Plan year 2024

ACK ID 20250702152158NAL0013138001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coordinated Business Systems, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coordinated Business Systems, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COORDINATED BUSINESS SYSTEMS, LTD..

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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 (3rd percentile).

Helping the score