How big is Coalesce Automation, Inc.'s plan?

Coalesce Automation, Inc.'s plan reported $3.1M in assets and 84 participants for 2024.

Original filing (PDF)20250717153405NAL0000289123001

Coalesce Automation, Inc.

Name: Coalesce Automation, Inc. — Coalesce 401(k) Plan, Form 5500 (2024)
Creator: Coalesce Automation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coalesce 401(k) Plan

401(k) retirement plan · Coalesce Automation, Inc.'s Coalesce 401(k) Plan held $3.1M in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Marcus Bowie signed Coalesce Automation, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Coalesce Automation, Inc.'s EIN is 85-2331227.

EIN 85-2331227

Plan number 001

Plan year 2024

ACK ID 20250717153405NAL0000289123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coalesce Automation, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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