Original filing (PDF)20240610161636NAL0014630275001

THE LOAN COACH, INC.

Name: THE LOAN COACH, INC. — THE LOAN COACH, INC. 403(B) RETIREMENT PLAN, Form 5500 (2023)
Creator: THE LOAN COACH, INC.

Form 5500-SF

FILING_RECEIVED

THE LOAN COACH, INC. 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LOAN COACH, INC..

Plan sponsor

Name

THE LOAN COACH, INC.

EIN

85-4262808

Address

2705 E MEDINA RD, #141 · TUCSON, AZ · 85756

Phone

(520) 815-3900

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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