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Original filing (PDF)20251014130713NAL0006079234001
COALFIRE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
COALFIRE SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
951
Accounts w/ balance
1,177
Plan assets (EOY)
$111.7M
Net assets (EOY)
$111.7M
How this plan invests
This plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COALFIRE SYSTEMS, INC..
Plan sponsor
Name
COALFIRE SYSTEMS, INC.
EIN
84-1600418
Address
330 N. WABASH AVE · SUITE 1430 · CHICAGO, IL · 60611
Phone
(303) 554-6333
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $79K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC | 84-0854432 | — | INVESTMENT ADVISOR | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROCK AND COMPANY | 84-0930288 | — | AUDITOR | $8K | — |
Investments
30 direct securities· $111.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID GROWTH CO K6 | — | — | — | $20.0M | 17.9% | |
| Fidelity FID TOTAL MKT IDX | — | — | — | $13.2M | 11.8% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $10.8M | 9.7% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $10.3M | 9.2% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $9.8M | 8.8% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $8.6M | 7.7% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $7.3M | 6.5% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $5.7M | 5.1% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $4.7M | 4.2% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $2.8M | 2.5% | |
| Vanguard VANG EQUITY INC ADM | — | — | — | $2.4M | 2.2% | |
| Fidelity FID FDM IDX 2065 IPR | — | — | — | $1.9M | 1.7% | |
| Vanguard VANG TREASURY MM | — | — | — | $1.9M | 1.7% | |
| Victory VI SM-CAP VAL Y | — | — | — | $1.7M | 1.5% | |
| Fidelity FID INTL GROWTH | — | — | — | $1.5M | 1.4% | |
| Fidelity FID TOTAL INTL IDX | — | — | — | $1.5M | 1.3% | |
| John Hancock J H TRITON N | — | — | — | $1.4M | 1.3% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $1.1M | 1.0% | |
| Participants Loans to Participants (interest rates of 4.25% - 9.50%, various maturity dates) | — | — | — | $853K | 0.8% | |
| Fidelity FID US BOND IDX | — | — | — | $766K | 0.7% | |
| NY Life NYLI MK HY CORPBD R6 | — | — | — | $739K | 0.7% | |
| DFA GLOB REAL ESTATE | — | — | — | $712K | 0.6% | |
| Fidelity FID FDM IDX 2020 IPR | — | — | — | $684K | 0.6% | |
| Dodge & Cox DODGE & COX INCOME X | — | — | — | $521K | 0.5% | |
| Vanguard VG TL INTL BD IDX AD | — | — | — | $223K | 0.2% | |
| Fidelity FID INFL PR BD IDX | — | — | — | $214K | 0.2% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $188K | 0.2% | |
| Fidelity FID FDM IDX 2010 IPR | — | — | — | $128K | 0.1% | |
| Frost LOW DUR BD IS | — | — | — | $123K | 0.1% | |
| Fidelity FID FDM IDX 2015 IPR | — | — | — | $9K | <0.1% |
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