Original filing (PDF)20250527101626NAL0005933073001

COELACANTH, LLC

Name: COELACANTH, LLC — COELACANTH, LLC 401(K) CROSS-TESTED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COELACANTH, LLC

Form 5500-SF

FILING_RECEIVED

COELACANTH, LLC 401(K) CROSS-TESTED PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$655K

Net assets (EOY)

$655K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COELACANTH, LLC.

Plan sponsor

Name

COELACANTH, LLC

EIN

94-3269155

Address

6689 MAKENA ROAD · KIHEI, HI · 96753

Phone

(808) 874-8405

Industry

Other Services (ex. Public Admin)see all

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

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

J F WARD INC

J F WARD INC 401(K) PROFIT SHARING PLAN & TRUST

$655K · 1 participants

MECHANIC AND ASSOCIATES INC

MECHANIC AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

$655K · 6 participants

DUANE GOMER INC

DUANE GOMER INC 401(K) PROFIT SHARING PLAN & TRUST

$655K · 6 participants

TPR HOLDINGS LLC

TPR HOLDINGS LLC 401K PROFIT SHARING PLAN & TRUST

$655K · 10 participants

MACHO & ASOCIADOS CONSULTING C

MACHO & ASOCIADOS CONSULTING C 401(K) PROFIT SHARING PLAN & TRUST