Assets by plan
Share of aggregate retirement assets
Filings through .
Coffey Burlington, P.L.
EIN 20-8132056legal servicesLatest filing 2025
Plans
2
Retirement
2
$33.5M assets
Health & Benefits
0
Participants
69
2601 S. BAYSHORE DRIVE, PENTHOUSE 1 - MIAMI, FL 33133305-858-2900coffeyburlington.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.5M assets / 69 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COFFEY BURLINGTON, P.L. RETIREMENT PLAN
401(k)
Assets$24.0M
Participants44
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COFFEY BURLINGTON, P.L. CASH BALANCE PLAN
Cash balance
Assets$9.6M
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COFFEY BURLINGTON, P.L. RETIREMENT PLAN | 401(k) | $24.0M | 44 | 2025 |
| #002 | COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | Cash balance | $9.6M | 25 | 2025 |
- #001 · 401(k) · 202544
- #002 · Cash balance · 202525
Retirement plans