Anthony M. Ward ESQ. signed Coachsource LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coachsource LLC's EIN is 26-1191785.
Download the official 2024 Form 5500 (PDF) for Coachsource LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coachsource LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | 61-1768371 | RICHMOND, VA | ADVISOR | $9K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
