How big is Coffey Burlington, P.L.'s plan?

Coffey Burlington, P.L.'s plan reported $21.2M in assets and 24 participants for 2024.

Original filing (PDF)20251013183802NAL0000903827001

Coffey Burlington, P.L.

Name: Coffey Burlington, P.L. — Coffey Burlington, P.L., Form 5500 (2024)
Creator: Coffey Burlington, P.L.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coffey Burlington, P.L. Retirement Plan

401(k) retirement plan · Coffey Burlington, P.L.'s Coffey Burlington, P.L. Retirement Plan held $21.2M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

People on this filing

Barbara Crittenden for TRPC signed Coffey Burlington, P.L.'s 2024 Form 5500 as plan administrator.

Barbara Crittenden for TRPC — 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

Coffey Burlington, P.L.'s EIN is 20-8132056.

EIN 20-8132056

Plan number 001

Plan year 2024

ACK ID 20251013183802NAL0000903827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coffey Burlington, P.L. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coffey Burlington, P.L.'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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

COFFEY BURLINGTON, P.L.

EIN

all filings

Address

2601 S. BAYSHORE DRIVE, PENTHOUSE · MIAMI, FL · 33133

Phone

(305) 858-2900

Industry

Law Offices· Professional & Technical Services

Plan administrator