How big is Chang & COTE, LLP's plan?

Chang & COTE, LLP's plan reported $5.5M in assets and 7 participants for 2024.

Original filing (PDF)20251002121156NAL0000468881001

Chang & COTE, LLP

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

Form 5500-SF

FILING_RECEIVED

Chang & COTE, LLP 401(k) Safe Harbor Profit Sharing Plan

401(k) retirement plan · Chang & COTE, LLP's Chang & COTE, LLP 401(k) Safe Harbor Profit Sharing Plan held $5.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Chang & COTE, LLP's EIN is 20-1199465.

EIN 20-1199465

Plan number 002

Plan year 2024

ACK ID 20251002121156NAL0000468881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chang & COTE, LLP'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 CHANG & COTE, LLP.

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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.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CHANG & COTE, LLP

EIN

all filings

Address

17700 CASTLETON STREET, SUITE 238 · CITY OF INDUSTRY, CA · 91748

Phone

(626) 854-2112

Industry

Law Offices· Professional & Technical Services

Plan administrator