Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COORDINATED PLAN, INC.
EIN 27-1493473financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
24
1080 PITTSFORD-VICTOR ROAD, SUITE 201 - PITTSFORD, NY 14534585-450-2840coordinatedplan.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 24 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
COORDINATED PLAN, INC. RETIREMENT SAVINGS PLAN
401k
Assets$2.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COORDINATED PLAN, INC. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants10
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 | COORDINATED PLAN, INC. RETIREMENT SAVINGS PLAN | 401k | $2.3M | 14 | 2025 | |
| 002 | COORDINATED PLAN, INC. CASH BALANCE PLAN | CashBalance | $2.1M | 10 | 2025 |
Retirement plans