COTE Wealth Management, LLC (EIN 92-1866008) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $366K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| COTE Wealth Management, LLC Cash Balance Plan | 002 | 2 | $270K |
| COTE Wealth Management, LLC 401(k) Plan | 001 | 2 | $95K |
92-1866008 is the Employer Identification Number (EIN) COTE Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
