How big is Richard E. Coakley's plan?

Richard E. Coakley's plan reported $800K in assets and 8 participants for 2024.

Original filing (PDF)20250916133729NAL0002009729001

Richard E. Coakley

Name: Richard E. Coakley — Richard E. Coakley 401(k), Form 5500 (2024)
Creator: Richard E. Coakley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard E. Coakley 401(k) Profit Sharing Plan

401(k) retirement plan · Richard E. Coakley's Richard E. Coakley 401(k) Profit Sharing Plan held $800K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$800K

Net assets (EOY)

$800K

Plan identifiers

Richard E. Coakley's EIN is 57-0774474.

EIN 57-0774474

Plan number 001

Plan year 2024

ACK ID 20250916133729NAL0002009729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard E. Coakley from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard E. Coakley's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD E. COAKLEY.

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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