How big is Cocolevio LLC's plan?

Cocolevio LLC's plan reported $348K in assets and 63 participants for 2024.

Original filing (PDF)20250717153422NAL0000582529001

Cocolevio LLC

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

Form 5500-SF

FILING_RECEIVED

Cocolevio 401(k) Plan

401(k) retirement plan · Cocolevio LLC's Cocolevio 401(k) Plan held $348K in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

People on this filing

Marcus Bowie signed Cocolevio LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Cocolevio LLC's EIN is 47-4536301.

EIN 47-4536301

Plan number 001

Plan year 2024

ACK ID 20250717153422NAL0000582529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cocolevio LLC's plan includes 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 COCOLEVIO LLC.

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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

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 (19th percentile).

Helping the score

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

Plan sponsor

Name

COCOLEVIO LLC

EIN

all filings

Address

1800 E. 4TH STREET UNIT 123 · AUSTIN, TX · 78702

Phone

(512) 222-5730

Industry

Professional & Technical Services

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

2025-07-17

Pension benefit codes

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)

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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