How big is COEX LLC's plan?

COEX LLC's plan reported $815K in assets and 4 participants for 2024.

Original filing (PDF)20251014111612NAL0005642162001

COEX LLC

Name: COEX LLC — COEX LLC 401(k) Plan, Form 5500 (2024)
Creator: COEX LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COEX LLC 401(k) Plan

Defined-contribution retirement plan · COEX LLC's COEX LLC 401(k) Plan held $815K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

People on this filing

Richard Tatum signed COEX LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

COEX LLC's EIN is 81-0891556.

EIN 81-0891556

Plan number 001

Plan year 2024

ACK ID 20251014111612NAL0005642162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

COEX LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

COEX LLC

EIN

all filings

Address

P O BOX 8893 · GREEN BAY, WI · 54308

Phone

(920) 757-1055

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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