How big is My COI LLC's plan?

My COI LLC's plan reported $2.1M in assets and 79 participants for 2024.

Original filing (PDF)20250529182212NAL0020033378001

My COI LLC

Name: My COI LLC — My COI 401(k) Plan, Form 5500 (2024)
Creator: My COI LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

My COI 401(k) Plan

401(k) retirement plan · My COI LLC's My COI 401(k) Plan held $2.1M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Megan Kotarski signed My COI LLC's 2024 Form 5500 as plan administrator.

Megan Kotarski — 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

My COI LLC's EIN is 27-1020197.

EIN 27-1020197

Plan number 001

Plan year 2024

ACK ID 20250529182212NAL0020033378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for My COI LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

My COI LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MY COI LLC.

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Plan health score

Above-average plan

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.

Plan sponsor

Name

MY COI LLC

EIN

all filings

Address

8520 ALLISON POINTE BLVD STE 223 · PMB 49940 · INDIANAPOLIS, IN · 46250

Phone

(317) 759-9426

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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