How big is Coyle Financial Counsel, LLC's plan?

Coyle Financial Counsel, LLC's plan reported $6.0M in assets and 21 participants for 2024.

Original filing (PDF)20250610081822NAL0014607825001

Coyle Financial Counsel, LLC

Name: Coyle Financial Counsel, LLC — Coyle Financial, Form 5500 (2024)
Creator: Coyle Financial Counsel, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coyle Financial Counsel, LLC Employees' Salary Savings Plan & Trust

401(k) retirement plan · Coyle Financial Counsel, LLC's Coyle Financial Counsel, LLC Employees' Salary Savings Plan & Trust held $6.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Coyle Financial Counsel, LLC's EIN is 36-2705245.

EIN 36-2705245

Plan number 002

Plan year 2024

ACK ID 20250610081822NAL0014607825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coyle Financial Counsel, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coyle Financial Counsel, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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