How big is Coordinated Financial Strategies LLC's plan?

Coordinated Financial Strategies LLC's plan reported $861K in assets and 5 participants for 2024.

Original filing (PDF)20250911084548NAL0000449538001

Coordinated Financial Strategies LLC

Name: Coordinated Financial Strategies LLC — Coordinated, Form 5500 (2024)
Creator: Coordinated Financial Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coordinated Financial Strategies LLC Retirement Plan

401(k) retirement plan · Coordinated Financial Strategies LLC's Coordinated Financial Strategies LLC Retirement Plan held $861K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

People on this filing

BRAD Pinter signed Coordinated Financial Strategies LLC's 2024 Form 5500 as plan administrator.

BRAD Pinter — 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

Coordinated Financial Strategies LLC's EIN is 73-1711216.

EIN 73-1711216

Plan number 001

Plan year 2024

ACK ID 20250911084548NAL0000449538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coordinated Financial Strategies LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COORDINATED FINANCIAL STRATEGIES LLC.

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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