Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BULLOCK & COFFMAN, LLP
EIN 61-1331895Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
9
234 N. LIMESTONE - LEXINGTON, KY 40507859-948-3101
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 9 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#002
BULLOCK & COFFMAN, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$909K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BULLOCK & COFFMAN 401K PLAN
401k
Assets$211K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BULLOCK & COFFMAN, LLP CASH BALANCE PENSION PLAN | CashBalance | $909K | 4 | 2025 | |
| 001 | BULLOCK & COFFMAN 401K PLAN | 401k | $211K | 5 | 2024 |
Retirement plans