How big is Coactive Wealth Strategists, LLC's plan?

Coactive Wealth Strategists, LLC's plan reported $330K in assets and 5 participants for 2024.

Original filing (PDF)20250811112046NAL0003924259001

Coactive Wealth Strategists, LLC

Name: Coactive Wealth Strategists, LLC — Coactive Wealth, Form 5500 (2024)
Creator: Coactive Wealth Strategists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coactive Wealth Strategists, LLC 401(k) Plan

401(k) retirement plan · Coactive Wealth Strategists, LLC's Coactive Wealth Strategists, LLC 401(k) Plan held $330K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

Plan identifiers

Coactive Wealth Strategists, LLC's EIN is 45-3909949.

EIN 45-3909949

Plan number 001

Plan year 2024

ACK ID 20250811112046NAL0003924259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coactive Wealth Strategists, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coactive Wealth Strategists, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COACTIVE WEALTH STRATEGISTS, LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score