How big is Coalign Group LLC's plan?

Coalign Group LLC's plan reported $149K in assets and 2 participants for 2024.

Original filing (PDF)20250915080051NAL0001961378001

Coalign Group LLC

Name: Coalign Group LLC — Coalign Group LLC Retirement, Form 5500 (2024)
Creator: Coalign Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coalign Group LLC Retirement Plan

401(k) retirement plan · Coalign Group LLC's Coalign Group LLC Retirement Plan held $149K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan identifiers

Coalign Group LLC's EIN is 88-0740654.

EIN 88-0740654

Plan number 001

Plan year 2024

ACK ID 20250915080051NAL0001961378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coalign Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

COALIGN GROUP LLC

EIN

all filings

Address

PO BOX 7031 · EDMOND, OK · 73083

Phone

(405) 590-7161

Industry

Professional & Technical Services

Plan administrator