How big is Jack COTE Real Estate PC's plan?

Jack COTE Real Estate PC's plan reported $808K in assets and 3 participants for 2024.

Original filing (PDF)20250918205452NAL0002274787001

Jack COTE Real Estate PC

Name: Jack COTE Real Estate PC — Jack R. COTE 401(k), Form 5500 (2024)
Creator: Jack COTE Real Estate PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jack R. COTE 401(k) Profit Sharing Plan

401(k) retirement plan · Jack COTE Real Estate PC's Jack R. COTE 401(k) Profit Sharing Plan held $808K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$808K

Net assets (EOY)

$808K

People on this filing

Jack COTE signed Jack COTE Real Estate PC's 2024 Form 5500 as plan administrator.

Jack COTE — 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

Jack COTE Real Estate PC's EIN is 81-2133168.

EIN 81-2133168

Plan number 001

Plan year 2024

ACK ID 20250918205452NAL0002274787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack COTE Real Estate PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack COTE Real Estate PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACK COTE REAL ESTATE PC.

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