How big is Coterie Advisory Group Inc.'s plan?

Coterie Advisory Group Inc.'s plan reported $941K in assets and 13 participants for 2025.

Original filing (PDF)20260327123409NAL0006911697001

Coterie Advisory Group Inc.

Name: Coterie Advisory Group Inc. — Coterie Advisory Group, Form 5500 (2025)
Creator: Coterie Advisory Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coterie Advisory Group Inc. 401 (K) Plan

401(k) retirement plan · Coterie Advisory Group Inc.'s Coterie Advisory Group Inc. 401 (K) Plan held $941K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$941K

Net assets (EOY)

$941K

Plan identifiers

Coterie Advisory Group Inc.'s EIN is 81-4305047.

EIN 81-4305047

Plan number 001

Plan year 2025

ACK ID 20260327123409NAL0006911697001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coterie Advisory Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coterie Advisory Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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