How big is Coeus Holdings, LLC's plan?

Coeus Holdings, LLC's plan reported $3.9M in assets and 103 participants for 2023.

Original filing (PDF)20240724090910NAL0008011827001

Coeus Holdings, LLC

Name: Coeus Holdings, LLC — Coeus Holdings 401(k) Plan, Form 5500 (2023)
Creator: Coeus Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coeus Holdings 401(k) Plan

401(k) retirement plan · Coeus Holdings, LLC's Coeus Holdings 401(k) Plan held $3.9M in plan assets for 103 participants in 2023.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Coeus Holdings, LLC's EIN is 85-0520496.

EIN 85-0520496

Plan number 001

Plan year 2023

ACK ID 20240724090910NAL0008011827001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Coeus Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Coeus Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COEUS HOLDINGS, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score