How big is Coelen Consulting, LLC's plan?

Coelen Consulting, LLC's plan reported $400K in assets and 3 participants for 2024.

Original filing (PDF)20250718152055NAL0001031283001

Coelen Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

UX Cabin 401(k) Plan

401(k) retirement plan · Coelen Consulting, LLC's UX Cabin 401(k) Plan held $400K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

People on this filing

Marcus Bowie signed Coelen Consulting, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Coelen Consulting, LLC's EIN is 81-1903121.

EIN 81-1903121

Plan number 001

Plan year 2024

ACK ID 20250718152055NAL0001031283001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coelen Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 COELEN CONSULTING, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

COELEN CONSULTING, LLC

EIN

all filings

Address

7190 SOWUL DR · PAINESVILLE, OH · 44077

Phone

(216) 536-8210

Industry

Professional & Technical Services

Plan administrator