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COAKLEY BOYD & ABBETT INC — COAKLEY BOYD & ABBETT INC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240725094614NAL0008124371001
COAKLEY BOYD & ABBETT INC
Form 5500-SF
FILING_RECEIVED
COAKLEY BOYD & ABBETT INC 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
13
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COAKLEY BOYD & ABBETT INC
.
Find decision makers
Plan sponsor
Name
COAKLEY BOYD & ABBETT INC
EIN
04-2384863
Address
60 WORCESTER RD · FRAMINGHAM, MA · 01702
Phone
(508) 820-0800
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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THE BOARD OF TRUSTEES OF TEAMSTERS DEATH BENEFIT TRUST FUND
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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