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COACHWOOD ASSET MANAGEMENT, INC. — COACHWOOD ASSET MANAGEMENT, INC. DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240614120302NAL0056647648001
COACHWOOD ASSET MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
COACHWOOD ASSET MANAGEMENT, INC. DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COACHWOOD ASSET MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
COACHWOOD ASSET MANAGEMENT, INC.
EIN
68-0134583
Address
9122 KENTON TRAIL · RENO, NV · 89523
Phone
(530) 582-1399
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-14
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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