How big is Coadap LLC's plan?

Coadap LLC's plan reported $47.0M in assets and 750 participants for 2024.

Original filing (PDF)20251014130813NAL0002986801001

Coadap LLC

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

Form 5500

FILING_RECEIVED

Coadap LLC Profit Sharing 401(k) Plan

401(k) retirement plan · Coadap LLC's Coadap LLC Profit Sharing 401(k) Plan held $47.0M in plan assets for 750 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

750

Accounts w/ balance

900

Plan assets (EOY)

$47.0M

Net assets (EOY)

$47.0M

People on this filing

Pamela Ciraulo signed Coadap LLC's 2024 Form 5500 as plan administrator.

Pamela Ciraulo — 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

Coadap LLC's EIN is 85-3715883.

EIN 85-3715883

Plan number 001

Plan year 2024

ACK ID 20251014130813NAL0002986801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 217K (4% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

COADAP LLC

EIN

all filings

Address

400 ORRTON AVE · READING, PA · 19611

Phone

(610) 376-7479

Industry

Management of Companies / Holdings

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)

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	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$1K	—

Investments

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

Mutual Funds

$29.3M

17 holdings

Other securities

$9.8M

9 holdings

Common Collective Trusts

$6.8M

3 holdings

Bonds / Notes

$1.2M

1 holding

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