How big is Coral REEF Advisors' plan?

Coral REEF Advisors' plan reported $30K in assets and 4 participants for 2025.

Original filing (PDF)20260424083416NAL0009114880001

Coral REEF Advisors

Name: Coral REEF Advisors — Coral REEF Advisors 401(k), Form 5500 (2025)
Creator: Coral REEF Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coral REEF Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Coral REEF Advisors' Coral REEF Advisors 401(k) Profit Sharing Plan & Trust held $30K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan identifiers

Coral REEF Advisors' EIN is 93-2962061.

EIN 93-2962061

Plan number 001

Plan year 2025

ACK ID 20260424083416NAL0009114880001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coral REEF Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coral REEF 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 CORAL REEF ADVISORS.

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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