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Sponsor portfolio

BECKY COATS, D.D.S, P.A.

EIN 77-0612630-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
11
2631 IRA E. WOODS AVENUE - GRAPEVINE, TX 76051817-481-6888LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.2M - 7 part#002CashBalance-$241K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN & TRUST (#001)83%
  • PLAN & TRUST (#002)17%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)7
  • PLAN & TRUST (#002)4
Total 11Click 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

TMJ PLUS RETIREMENT PLAN & TRUST

401k

Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TMJ PLUS CASH BALANCE PLAN & TRUST

CashBalance

Assets$241K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TMJ PLUS RETIREMENT PLAN & TRUST401k$1.2M72024
002TMJ PLUS CASH BALANCE PLAN & TRUSTCashBalance$241K42024
Retirement plans
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