How big is Coterie Applications Inc.'s plan?

Coterie Applications Inc.'s plan reported $7.0M in assets and 145 participants for 2024.

Original filing (PDF)20250602220239NAL0006871827005

Coterie Applications Inc.

Name: Coterie Applications Inc. — Coterie Applications, Form 5500 (2024)
Creator: Coterie Applications Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Coterie Applications 401(k) Plan

401(k) retirement plan · Coterie Applications Inc.'s Coterie Applications 401(k) Plan held $7.0M in plan assets for 145 participants in 2024, with Guideline as recordkeeper.

Signals · 2

42% in single holdingCorrective distributions issued

Active participants

145

Accounts w/ balance

199

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

QIAN LIU signed Coterie Applications Inc.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Coterie Applications Inc.'s EIN is 83-3234193.

EIN 83-3234193

Plan number 001

Plan year 2024

ACK ID 20250602220239NAL0006871827005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coterie Applications Inc.'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 COTERIE APPLICATIONS INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

COTERIE APPLICATIONS INC.

EIN

all filings

Address

181 SOUTH RIVERHEATH WAY · STE. 1200 · APPLETON, WI · 54915

Phone

(855) 566-1011

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$6K	—

Investments

37 direct securities· $7.0M(100% of reported assets)

Mutual Funds

$6.7M

33 holdings

Common Collective Trusts

$312K

3 holdings

Bonds / Notes

$43K

1 holding

					% of plan
Vanguard Group Total Stock Index Admiral Mutual fund	Mutual Funds	—	—	$2.9M	41.8%
Vanguard Funds Developed Markets Index Admiral Mutual fund	Mutual Funds	—	—	$1.1M	15.9%
Vanguard Group Bond Index Admiral Mutual fund	Mutual Funds	—	—	$843K	12.0%
Vanguard Emerging Markets Stock Admiral Mutual fund	Mutual Funds	—	—	$567K	8.1%
Vanguard Specialized Dividend REIT Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$290K	4.1%
Vanguard Funds Total International Bond Index Mutual fund	Mutual Funds	—	—	$265K	3.8%
Vanguard Group Growth Index Admiral Mutual fund	Mutual Funds	—	—	$197K	2.8%
Vanguard Group Index 500 Admiral Mutual fund	Mutual Funds	—	—	$186K	2.6%
Vanguard Group Mid Cap Index Admiral Mutual fund	Mutual Funds	—	—	$90K	1.3%
Vanguard Information Technology Index Admiral Mutual fund	Mutual Funds	—	—	$80K	1.1%
Vanguard Group Value Index Admiral Mutual fund	Mutual Funds	—	—	$62K	0.9%
Vanguard Group Small Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$56K	0.8%
Vanguard Group FTSE Social Index Admiral Mutual fund	Mutual Funds	—	—	$56K	0.8%
Participant Loans 9.00% - 9.50%, Maturities through 2029 -	Bonds / Notes	—	—	$43K	0.6%
Vanguard Group Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$42K	0.6%
Vanguard Specialized DIV Dividend Appreciation Index Admiral Mutual fund	Mutual Funds	—	—	$24K	0.3%
Vanguard Group Reserve Federal Money Market Fund Mutual fund	Mutual Funds	—	—	$22K	0.3%
Vanguard Group Total Instl Stock Index Admiral Mutual fund	Mutual Funds	—	—	$21K	0.3%
Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual fund	Mutual Funds	—	—	$19K	0.3%
Vanguard Group Short-Term Bond Index Admiral Mutual fund	Mutual Funds	—	—	$18K	0.3%
Vanguard Group Large Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$16K	0.2%
Vanguard Group Mid Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$9K	0.1%
Vanguard Health Care Index Admiral Mutual fund	Mutual Funds	—	—	$7K	0.1%
Vanguard Group Intl DVD Appreciation Mutual fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Group Extended Market Index Mutual fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Intl Equity Index Mutual fund	Common Collective Trusts	—	—	$6K	<0.1%
Vanguard Financials Index Admiral Mutual fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Materials Index Admiral Mutual fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Telecom Services Index Admiral Mutual fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Group Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group Mid Cap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group Intermediate Bond Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Energy Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Utilities Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group FTSE All-World ex-US Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group Long-Term Bond Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard European Stock Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%