How big is Coram DEO Advisors' plan?

Coram DEO Advisors' plan reported $23K in assets and 6 participants for 2024.

Original filing (PDF)20250714141932NAL0001620640001

Coram DEO Advisors

Name: Coram DEO Advisors — Coram DEO Advisors 401(k) Plan, Form 5500 (2024)
Creator: Coram DEO Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coram DEO Advisors 401(k) Plan

401(k) retirement plan · Coram DEO Advisors' Coram DEO Advisors 401(k) Plan held $23K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Deborah MALM signed Coram DEO Advisors' 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Coram DEO Advisors' EIN is 92-2915870.

EIN 92-2915870

Plan number 001

Plan year 2024

ACK ID 20250714141932NAL0001620640001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coram DEO Advisors' 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 CORAM DEO ADVISORS.

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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