How big is Coats Schmidt, P.A.'s plan?

Coats Schmidt, P.A.'s plan reported $893K in assets and 6 participants for 2024.

Original filing (PDF)20250728085259NAL0001731457001

Coats Schmidt, P.A.

Name: Coats Schmidt, P.A. — Coats Schmidt, P.A. 401(k), Form 5500 (2024)
Creator: Coats Schmidt, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coats Schmidt, P.A. 401(k) Retirement Plan

401(k) retirement plan · Coats Schmidt, P.A.'s Coats Schmidt, P.A. 401(k) Retirement Plan held $893K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$893K

Net assets (EOY)

$893K

People on this filing

Ronald McMillan signed Coats Schmidt, P.A.'s 2024 Form 5500 as plan administrator.

Ronald McMillan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Coats Schmidt, P.A.'s EIN is 20-1561528.

EIN 20-1561528

Plan number 001

Plan year 2024

ACK ID 20250728085259NAL0001731457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coats Schmidt, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coats Schmidt, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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