Coleman, Taylor, Klaus, Doupe, Diaz & Torrez, P.A. 401(k) Profit Sharing Plan and Trust
401(k) retirement plan · Coleman, Taylor, Klaus, Doupe, Diaz, & Torrez PA's Coleman, Taylor, Klaus, Doupe, Diaz & Torrez, P.A. 401(k) Profit Sharing Plan and Trust held $10.0M in plan assets for 18 participants in 2024.
Signals · 2
Late filing · 5.1 moHigh average account balance
Active participants
18
Accounts w/ balance
22
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
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
80
Total plan cost
n/a
Plan health
83
Vendor & structure
100
Knocking points off
Filed 5.1 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLEMAN, TAYLOR, KLAUS, DOUPE, DIAZ, & TORREZ PA.
