Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COFFEY BURLINGTON, P.L.
EIN 20-8132056legal servicesLatest filing 2024
Plans
2
Retirement
2
$30.2M assets
Welfare
0
Participants
65
2601 S. BAYSHORE DRIVE, PENTHOUSE - MIAMI, FL 33133305-858-2900coffeyburlington.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.2M assets / 65 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#001
COFFEY BURLINGTON, P.L. RETIREMENT PLAN
401k
Assets$21.2M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COFFEY BURLINGTON, P.L. CASH BALANCE PLAN
CashBalance
Assets$9.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COFFEY BURLINGTON, P.L. RETIREMENT PLAN | 401k | $21.2M | 42 | 2024 | |
| 002 | COFFEY BURLINGTON, P.L. CASH BALANCE PLAN | CashBalance | $9.0M | 23 | 2024 |
Retirement plans