How big is Coleridge Initiative's plan?

Coleridge Initiative's plan reported $1.2M in assets and 38 participants for 2024.

Original filing (PDF)20250624041002NAL0006911873001

Coleridge Initiative

Name: Coleridge Initiative — Coleridge Initiative 403(b), Form 5500 (2024)
Creator: Coleridge Initiative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coleridge Initiative 403(b) Plan

401(k) retirement plan · Coleridge Initiative's Coleridge Initiative 403(b) Plan held $1.2M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Coleridge Initiative's EIN is 83-0963735.

EIN 83-0963735

Plan number 001

Plan year 2024

ACK ID 20250624041002NAL0006911873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coleridge Initiative's plan includes a 403(b) annuity, 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 COLERIDGE INITIATIVE.

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Plan health score

Above-average plan

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