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Sponsor portfolio

LOUIS P. COATES, LLC

EIN 46-2387628-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
35
5915 MURPHY ROAD - GARLAND, TX 75048972-496-6937LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.6M - 18 part#002CashBalance-$1.5M - 17 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • COATES, LLC 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COATES, LLC 401(K) (#001)18
  • CASH BALANCE PLAN (#002)17
Total 35Click 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

LOUIS P. COATES, LLC 401(K) PLAN

401k

Assets$1.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOUIS P. COATES, LLC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOUIS P. COATES, LLC 401(K) PLAN401k$1.6M182024
002LOUIS P. COATES, LLC CASH BALANCE PLANCashBalance$1.5M172024
Retirement plans
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