How big is Cocokids' plan?

Cocokids' plan reported $7.7M in assets and 115 participants for 2024.

Original filing (PDF)20250701095935NAL0012010897001

Cocokids

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

Form 5500-SF

FILING_RECEIVED

Cocokids 403(b) Retirement Plan

403(b) retirement plan · Cocokids' Cocokids 403(b) Retirement Plan held $7.7M in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

110

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Nicole Fornaci for CBIZ RIS signed Cocokids' 2024 Form 5500 as plan administrator.

Nicole Fornaci for CBIZ RIS — 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

Cocokids' EIN is 94-2383037.

EIN 94-2383037

Plan number 001

Plan year 2024

ACK ID 20250701095935NAL0012010897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cocokids' plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COCOKIDS

EIN

all filings

Address

1035 DETROIT AVENUE, SUITE 200 · CONCORD, CA · 94518

Phone

(925) 676-5442

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

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

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

—

Service providers (Schedule C)

Small plans don't disclose service providers

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