Coadvantage 401(k) plan

Coadvantage Corporation, Bradenton, FL. EIN 27-3007025. Annual reports 2009–2024. Also filed as Co-Advantage Resources, Inc.; Coadvantage Resources, Inc.

Coadvantage Corporation has one active retirement plan on file, the Coadvantage Corporation Retirement Savings Plan, with 84,855 participants and $1.2 billion in assets in 2024. Empower has been its recordkeeper since 2021. No traditional pension plan appears in Coadvantage's filings since 2009.

Active plans: 1
Participants: 84,855
Plan assets: $1.2 billion
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Business services

The plan

Coadvantage Corporation Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 333Employer EIN 27-3007025
Participants (2024): 84,855
Net assets (2024): $1.2 billion
Recordkeeper: EmpowerEarlier: MassMutual (2015–2020), Transamerica (2009–2014)
Plan administrator: The Coadvantage 401K Plan Committee
101 Riverfront BLVD, Suite 300
Bradenton, FL 34205
(407) 422-8448As filed for 2024
In effect since: January 1, 1998

Earlier sponsors: Co-Advantage Resources, Inc. (2009–2012); Coadvantage Resources, Inc. (2013–2014).

Earlier plan names: Co-Advantage Resources, Inc. Retirement Savings Plan; Coadvantage Resources, Inc. Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	84,855	$1.2 billion	Empower
2023	81,101	$1.0 billion	Empower
2022	59,208	$851 million	Empower
2021	40,143	$922 million	Empower
2020	34,463	$734 million	MassMutual
2019	32,868	$601 million	MassMutual
2018	26,429	$483 million	MassMutual
2017	24,159	$391 million	MassMutual
2016	22,416	$326 million	MassMutual
2015	19,060	$99.8 million	MassMutual
2014	8,090	$94.0 million	Transamerica
2013	7,236	$87.7 million	Transamerica
2012	6,457	$61.6 million	Transamerica
2011	5,184	$61.3 million	Transamerica
2010	6,231	$66.3 million	Transamerica
2009	6,122	$55.9 million	Transamerica

If you had money in one of these plans

Call Empower (empower.com), which runs the Coadvantage Corporation Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((407) 422-8448). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Coadvantage Corporation Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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