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Sponsor portfolio

BOSTON PREMIER COACH

EIN 26-3655515-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
965 BRIGHTWATER CIR - MAITLAND, FL 327514225314-707-6666
Plans on this EIN
2 filings
#001401k-$847K - 5 part#002CashBalance-$647K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN & TRUST (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)5
  • CASH BALANCE PLAN (#002)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOSTON PREMIER COACH 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$847K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BOSTON PREMIER COACH CASH BALANCE PLAN

CashBalance

Assets$647K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BOSTON PREMIER COACH 401(K) PROFIT SHARING PLAN & TRUST401k$847K52025
002BOSTON PREMIER COACH CASH BALANCE PLANCashBalance$647K32024
Retirement plans
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