Original filing (PDF)20251014130813NAL0002986801001

COADAP LLC

Name: COADAP LLC — COADAP LLC PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: COADAP LLC

Form 5500

FILING_RECEIVED

COADAP LLC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

750

Accounts w/ balance

900

Plan assets (EOY)

$47.0M

Net assets (EOY)

$47.0M

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

Helping the score

Below-peer total fees (4 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COADAP LLC.

Plan sponsor

Name

COADAP LLC

EIN

85-3715883

Address

400 ORRTON AVE · READING, PA · 19611

Phone

(610) 376-7479

Industry

Management of Companies / Holdingssee 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

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$17K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$1K	—

Investments

30 direct securities· $47.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard 500 Index Admiral Mutual Fund	—	—	—	$4.8M	10.2%
American Funds Target Date Ret 2035 Mutual Fund	—	—	—	$4.7M	10.1%
Guaranteed Investment * MassMutual SAGIC Diversified Bond II Account ** $	—	—	—	$4.6M	9.8%
American Funds Target Date Ret 2030 Mutual Fund	—	—	—	$3.3M	7.1%
American Funds Target Date Ret 2050 Mutual Fund	—	—	—	$3.1M	6.7%
American Funds Target Date Ret 2045 Mutual Fund	—	—	—	$3.1M	6.6%
American Funds Target Date Ret 2040 Mutual Fund	—	—	—	$2.9M	6.2%
American Funds Target Date Ret 2025 Mutual Fund	—	—	—	$2.4M	5.2%
American Funds Target Date Ret 2060 Mutual Fund	—	—	—	$2.2M	4.7%
JPMorgan Large Cap Growth R6 Mutual Fund	—	—	—	$2.2M	4.7%
American Funds Target Date Ret 2055 Mutual Fund	—	—	—	$2.0M	4.3%
Vanguard Mid Cap Index AM Mutual Fund	—	—	—	$1.8M	3.9%
American Funds Target Date Ret 2020 Mutual Fund	—	—	—	$1.3M	2.9%
Participant loans Maturing through 2029 with *** interest rates of 4.25% to 9.50% N/A	—	—	—	$1.2M	2.5%
Vanguard Balanced Index Fund Mutual Fund	—	—	—	$1.1M	2.4%
Vanguard Small Cap Index Fund Mutual Fund	—	—	—	$858K	1.8%
AmerFunds EuroPacific Growth Fund Mutual Fund	—	—	—	$700K	1.5%
Fidelity Large Cap Growth Index Mutual Fund	—	—	—	$691K	1.5%
American Funds New Perspective Fund Mutual Fund	—	—	—	$576K	1.2%
ISHARES U.S. AGGREGATE BOND INDEX Mutual Fund	—	—	—	$519K	1.1%
Neuberger Berman Large Cap Value Mutual Fund	—	—	—	$506K	1.1%
Columbia Small Cap Growth I Fund Mutual Fund	—	—	—	$504K	1.1%
MFS New Discovery Value Fund Mutual Fund	—	—	—	$326K	0.7%
Allspring Special Mid Cap Value R6 Mutual Fund	—	—	—	$324K	0.7%
American Funds America Hi Inc TR R6 Mutual Fund	—	—	—	$317K	0.7%
JPMorgan Mid Cap Growth R6 Mutual Fund	—	—	—	$240K	0.5%
American Funds Target Date Ret 2015 Mutual Fund	—	—	—	$233K	0.5%
Cohen & Steers Real Est Scrts Fd Mutual Fund	—	—	—	$132K	0.3%
American Funds Bond Fund of America R6 Mutual Fund	—	—	—	$15K	<0.1%
American Funds Target Date Ret 2010 Mutual Fund	—	—	—	$14K	<0.1%