How big is Coenen Mechanical, LLC's plan?

Coenen Mechanical, LLC's plan reported $2.3M in assets and 30 participants for 2024.

Original filing (PDF)20250624162053NAL0010216688001

Coenen Mechanical, LLC

Name: Coenen Mechanical, LLC — Coenen Mechanical, LLC, Form 5500 (2024)
Creator: Coenen Mechanical, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coenen Mechanical, LLC 401(k) P/S Plan

401(k) retirement plan · Coenen Mechanical, LLC's Coenen Mechanical, LLC 401(k) P/S Plan held $2.3M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Natalie Perez signed Coenen Mechanical, LLC's 2024 Form 5500 as plan administrator.

Natalie Perez — 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

Coenen Mechanical, LLC's EIN is 82-1179473.

EIN 82-1179473

Plan number 001

Plan year 2024

ACK ID 20250624162053NAL0010216688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coenen Mechanical, 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 COENEN MECHANICAL, 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 (93rd percentile).

Plan sponsor

Name

COENEN MECHANICAL, LLC

EIN

all filings

Address

401 E S ISLAND ST · APPLETON, WI · 54915

Phone

(920) 939-2819

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator