Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COTE WEALTH MANAGEMENT, LLC
EIN 92-1866008Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$598K assets
Welfare
0
Participants
4
1279 PROVIDENCE ROAD - WHITINSVILLE, MA 01588508-234-7200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $598K 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#002
COTE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$440K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COTE WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$158K
Participants2
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 | COTE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $440K | 2 | 2025 | |
| 001 | COTE WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $158K | 2 | 2025 |
Retirement plans