Assets by plan
Share of aggregate retirement assets
64%top
Filings through .
Sponsor portfolio
The Coleman Firm PC
EIN 86-1697586Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
4
417 31ST STREET UNIT B - NEWPORT BEACH, CA 92663714-730-6477
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 4 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#001
THE COLEMAN FIRM PC 401(K) PLAN
401(k)
Assets$649K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE COLEMAN FIRM PC DEFINED BENEFIT PLAN
Traditional DB
Assets$368K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE COLEMAN FIRM PC 401(K) PLAN | 401(k) | $649K | 2 | 2025 | |
| 002 | THE COLEMAN FIRM PC DEFINED BENEFIT PLAN | Traditional DB | $368K | 2 | 2025 |
Retirement plans