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Sponsor portfolio

COUPON KATARINA, LLC

EIN 45-3243646-Information-Latest filing 2024
Plans
2
Retirement
2
$520K assets
Welfare
0
Participants
5
8640 SW CANTANTE WAY - PORT ST.LUCIE, FL 34987419-680-2437
Plans on this EIN
2 filings
#001401k-$328K - 3 part#002CashBalance-$192K - 2 part

Retirement portfolio analytics

2 plans aggregated / $520K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • COUPON KATARINA 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $520KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COUPON KATARINA 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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

COUPON KATARINA 401(K) PLAN

401k

Assets$328K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COUPON KATARINA CASH BALANCE PLAN

CashBalance

Assets$192K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COUPON KATARINA 401(K) PLAN401k$328K32024
002COUPON KATARINA CASH BALANCE PLANCashBalance$192K22024
Retirement plans
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