Original filing (PDF)20250912144138NAL0000879635001

Coapt LLC

Name: Coapt LLC — Coapt, LLC 401(k) Plan, Form 5500 (2024)
Creator: Coapt LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coapt, LLC 401(k) Plan

401(k) retirement plan · Coapt LLC's Coapt, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Blair LOCK signed Coapt LLC's 2024 Form 5500 as plan administrator.

Blair LOCK — 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

Coapt LLC's EIN is 45-5122988.

EIN 45-5122988

Plan number 001

Plan year 2024

ACK ID 20250912144138NAL0000879635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coapt LLC'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 COAPT 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

COAPT LLC

EIN

all filings

Address

303 W INSTITUTE PLACE · SUITE 200 · CHICAGO, IL · 60610

Phone

(844) 262-7800

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-08-12

Filed

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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