How big is Coefficient Group LLC's plan?

Coefficient Group LLC's plan reported $384K in assets and 12 participants for 2024.

Original filing (PDF)20250723110839NAL0004322048001

Coefficient Group LLC

Name: Coefficient Group LLC — Coefficient 401(k) Plan, Form 5500 (2024)
Creator: Coefficient Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coefficient 401(k) Plan

401(k) retirement plan · Coefficient Group LLC's Coefficient 401(k) Plan held $384K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

People on this filing

Ryan Munce signed Coefficient Group LLC's 2024 Form 5500 as plan administrator.

Ryan Munce — 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

Coefficient Group LLC's EIN is 84-1894511.

EIN 84-1894511

Plan number 001

Plan year 2024

ACK ID 20250723110839NAL0004322048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coefficient Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COEFFICIENT GROUP 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