How big is Cocoon House's plan?

Cocoon House's plan reported $680K in assets and 93 participants for 2024.

Original filing (PDF)20250710155350NAL0009392352001

Cocoon House

Name: Cocoon House — Cocoon House 403(b) Plan, Form 5500 (2024)
Creator: Cocoon House
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cocoon House 403(b) Plan

403(b) retirement plan · Cocoon House's Cocoon House 403(b) Plan held $680K in plan assets for 93 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

People on this filing

Chris Willis signed Cocoon House's 2024 Form 5500 as plan administrator.

Chris Willis — 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

Cocoon House's EIN is 91-1497667.

EIN 91-1497667

Plan number 001

Plan year 2024

ACK ID 20250710155350NAL0009392352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cocoon House's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

COCOON HOUSE

EIN

all filings

Address

3530 COLBY AVENUE · EVERETT, WA · 98201

Phone

(425) 259-5802

Industry

Health Care & Social Assistance

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

2025-07-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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