How big is COTE & Foster's plan?

COTE & Foster's plan reported $1.4M in assets and 9 participants for 2024.

Original filing (PDF)20250912101038NAL0000724051001

COTE & Foster

Name: COTE & Foster — COTE & Foster 401(k) Plan, Form 5500 (2024)
Creator: COTE & Foster
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COTE & Foster 401(k) Plan

401(k) retirement plan · COTE & Foster's COTE & Foster 401(k) Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

COTE & Foster's EIN is 04-2935722.

EIN 04-2935722

Plan number 001

Plan year 2024

ACK ID 20250912101038NAL0000724051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COTE & Foster from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COTE & Foster's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COTE & FOSTER.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COTE & FOSTER

EIN

all filings

Address

20 AEGEAN DRIVE · METHUEN, MA · 01844

Phone

(978) 682-6518

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

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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