Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEAN COAKLEY PLUMBING & HEATING, INC.
EIN 13-4014611individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
48
721 EAST 136TH STREET - BRONX, NY 104543410718-585-2092LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 48 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SEAN COAKLEY PLUMBING & HEATING, INC. CASH BALANCE PLAN
CashBalance
Assets$6.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SEAN COAKLEY PLUMBING & HEATING, INC. RETIREMENT PLAN
401k
Assets$5.2M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SEAN COAKLEY PLUMBING & HEATING, INC. CASH BALANCE PLAN | CashBalance | $6.3M | 18 | 2025 | |
| 001 | SEAN COAKLEY PLUMBING & HEATING, INC. RETIREMENT PLAN | 401k | $5.2M | 30 | 2025 |
Retirement plans