How big is RORY S. Coakley Realty, Inc.'s plan?

RORY S. Coakley Realty, Inc.'s plan reported $3.4M in assets and 11 participants for 2024.

Original filing (PDF)20250630155822NAL0017521392003

RORY S. Coakley Realty, Inc.

Name: RORY S. Coakley Realty, Inc. — Coakley Realty 401(k), Form 5500 (2024)
Creator: RORY S. Coakley Realty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coakley Realty 401(k) Plan

401(k) retirement plan · RORY S. Coakley Realty, Inc.'s Coakley Realty 401(k) Plan held $3.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

RORY S. Coakley Realty, Inc.'s EIN is 52-1623830.

EIN 52-1623830

Plan number 002

Plan year 2024

ACK ID 20250630155822NAL0017521392003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RORY S. Coakley Realty, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RORY S. COAKLEY REALTY, 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

Helping the score