Original filing (PDF)20250730173111NAL0006021280001

POSITIVE COACHING ALLIANCE

Name: POSITIVE COACHING ALLIANCE — POSITIVE COACHING ALLIANCE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: POSITIVE COACHING ALLIANCE

Form 5500-SF

FILING_RECEIVED

POSITIVE COACHING ALLIANCE 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSITIVE COACHING ALLIANCE.

Plan sponsor

Name

POSITIVE COACHING ALLIANCE

EIN

77-0485946

Address

66 FRANKLIN ST STE 300 · OAKLAND, CA · 946073734

Phone

(650) 210-0800

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

SIGMA XI, THE SCIENTIFIC RESEARCH HONOR SOCIETY, INC.

SIGMA XI, THE SCIENTIFIC RESEEARCH HONOR SOCIETY, INC.

$6.5M · 52 participants

ISLAND PRESS

ISLAND PRESS DEFINED CONTRIBUTION RETIREMENT PLAN

$6.5M · 24 participants

AURORA SCHOOL INC

AURORA SCHOOL 403(B)DC PLAN

$6.5M · 37 participants

CERIFI, LLC

CERIFI, LLC 401 (K) P/S PLAN

$6.5M · 200 participants

J127 EDUCATION FOUNDATION

J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN

$6.5M · 245 participants