How big is Coccia Real Estate Group, LLC's plan?

Coccia Real Estate Group, LLC's plan reported $239K in assets and 2 participants for 2024.

Original filing (PDF)20250508112434NAL0017917920001

Coccia Real Estate Group, LLC

Name: Coccia Real Estate Group, LLC — Coccia Real Estate, Form 5500 (2024)
Creator: Coccia Real Estate Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coccia Real Estate Group, LLC 401(k) Plan

401(k) retirement plan · Coccia Real Estate Group, LLC's Coccia Real Estate Group, LLC 401(k) Plan held $239K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

Plan identifiers

Coccia Real Estate Group, LLC's EIN is 80-0156857.

EIN 80-0156857

Plan number 001

Plan year 2024

ACK ID 20250508112434NAL0017917920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coccia Real Estate Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coccia Real Estate Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COCCIA REAL ESTATE GROUP, 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