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Original filing (PDF)20250729165625NAL0008192770001
COALITION, INC.
Form 5500
FILING_RECEIVED
COALITION 401(K) PLAN
401(k) retirement plan
Active participants
540
Accounts w/ balance
587
Plan assets (EOY)
$38.7M
Net assets (EOY)
$38.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COALITION, INC..
Plan sponsor
Name
COALITION, INC.
EIN
82-0756527
Address
548 MARKET ST · #94729 · SAN FRANCISCO, CA · 94104
Phone
(415) 215-1282
Industry
Finance & Insurancesee all
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
2025-07-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
29 direct securities · 1 pooled fund· $38.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$38.7M
29 holdings
Common Collective Trust
$53K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund - Premium Class Mutual Fund | — | — | — | $6.6M | 17.0% | |
| Fidelity Freedom Index 2050 Fund - Premium Class Mutual Fund | — | — | — | $5.8M | 14.9% | |
| Fidelity Freedom Index 2045 Fund - Premium Class Mutual Fund | — | — | — | $5.0M | 12.8% | |
| Fidelity Freedom Index 2060 Fund - Premium Class Mutual Fund | — | — | — | $4.8M | 12.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.1M | 10.6% | |
| Fidelity Freedom Index 2035 Fund - Premium Class Mutual Fund | — | — | — | $2.1M | 5.5% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $1.6M | 4.1% | |
| Fidelity Freedom Index 2025 Fund - Premium Class Mutual Fund | — | — | — | $1.6M | 4.0% | |
| Fidelity Freedom Index 2040 Fund - Premium Class Mutual Fund | — | — | — | $1.2M | 3.2% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $1.2M | 3.1% | |
| Fidelity Freedom Index 2030 Fund - Premium Class Mutual Fund | — | — | — | $996K | 2.6% | |
| Fidelity Freedom Index 2065 Fund - Premium Class Mutual Fund | — | — | — | $703K | 1.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $623K | 1.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $425K | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $330K | 0.9% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $253K | 0.7% | |
| Gabelli US Treasury Money Market Fund I Mutual Fund | — | — | — | $242K | 0.6% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $193K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $183K | 0.5% | |
| Participant Loans to participants, bearing interest from 4.25% to 8.50% | — | — | — | $164K | 0.4% | |
| PIMCO RAE US Fund Institutional Class Mutual Fund | — | — | — | $154K | 0.4% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $141K | 0.4% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $128K | 0.3% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | — | — | — | $87K | 0.2% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | — | — | — | $75K | 0.2% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $53K | 0.1% | |
| Principal MidCap R-6 Mutual Fund | — | — | — | $43K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $40K | 0.1% | |
| American Century Small Cap Growth Fund R6 Class Mutual Fund | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2020 Fund - Premium Class Mutual Fund | — | — | — | $2K | <0.1% |
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