How big is The COZY Taberna's plan?

The COZY Taberna's plan reported $126K in assets and 21 participants for 2025.

Original filing (PDF)20260514143200NAL0006995875001

The COZY Taberna

Name: The COZY Taberna — The COZY Taberna 401(k) Plan, Form 5500 (2025)
Creator: The COZY Taberna
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The COZY Taberna 401(k) Plan

401(k) retirement plan · The COZY Taberna's The COZY Taberna 401(k) Plan held $126K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

AVA Grant signed The COZY Taberna's 2025 Form 5500 as plan administrator.

AVA Grant — 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

The COZY Taberna's EIN is 85-3982673.

EIN 85-3982673

Plan number 001

Plan year 2025

ACK ID 20260514143200NAL0006995875001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The COZY Taberna from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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