How big is Cooledge, Inc.'s plan?

Cooledge, Inc.'s plan reported $337K in assets and 22 participants for 2024.

Original filing (PDF)20251007151938NAL0004971809001

Cooledge, Inc.

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

Form 5500-SF

FILING_RECEIVED

Cooledge, Inc. 401(k) Plan

401(k) retirement plan · Cooledge, Inc.'s Cooledge, Inc. 401(k) Plan held $337K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

Plan identifiers

Cooledge, Inc.'s EIN is 46-1396491.

EIN 46-1396491

Plan number 001

Plan year 2024

ACK ID 20251007151938NAL0004971809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cooledge, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COOLEDGE, INC.

EIN

all filings

Address

—

Phone

(604) 273-2665

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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