Sponsor portfolio
COFFEY INSURANCE AGENCY, INC.
EIN 41-2113393Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
11
8075 BENEVA RD. STE. 2 - SARASOTA, FL 34238941-924-2808
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COFFEY INSURANCE AGENCY, INC. 401K PLAN | 401k | $3.9M | 11 | 2025 |
Retirement plans