How big is Coakley Boyd & Abbett Inc.'s plan?

Coakley Boyd & Abbett Inc.'s plan reported $1.9M in assets and 12 participants for 2023.

Original filing (PDF)20240725094614NAL0008124371001

Coakley Boyd & Abbett Inc.

Name: Coakley Boyd & Abbett Inc. — Coakley Boyd & Abbett, Form 5500 (2023)
Creator: Coakley Boyd & Abbett Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coakley Boyd & Abbett Inc. 401(k) Plan

401(k) retirement plan · Coakley Boyd & Abbett Inc.'s Coakley Boyd & Abbett Inc. 401(k) Plan held $1.9M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Coakley Boyd & Abbett Inc.'s EIN is 04-2384863.

EIN 04-2384863

Plan number 002

Plan year 2023

ACK ID 20240725094614NAL0008124371001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Coakley Boyd & Abbett Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Coakley Boyd & Abbett Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COAKLEY BOYD & ABBETT INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score