Original filing (PDF)20241015130504NAL0029725409001

COKEVA INC

Name: COKEVA INC — COKEVA, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: COKEVA INC

Form 5500

FILING_RECEIVED

COKEVA, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

227

Accounts w/ balance

183

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

42 bps in Schedule C fees — modestly above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COKEVA INC.

Plan sponsor

Name

COKEVA INC

EIN

68-0371656

Address

9000 FOOTHILLS BLVD STE 150 · ROSEVILLE, CA · 957470000

Phone

(916) 462-6041

Industry

Professional & Technical Servicessee 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

2024-10-15

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)

Auditor

CAMPBELL TAYLOR WASHBURN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLENNIUM INVESTMENT & RETIREMENT	—	CHARLOTTE, NC	RETAINED BY EMPLOYER	$43K	—
JOHN HANCOCK RETIREMENT PLAN SERVIC	01-0233346	—	RETAINED BY EMPLOYER	$31K	—

Investments

1 pooled fund· $4.2M(24% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.