How big is Coate Financial Group, Inc.'s plan?

Coate Financial Group, Inc.'s plan reported $1.0M in assets and 1 participants for 2024.

Original filing (PDF)20250926100212NAL0021379170001

Coate Financial Group, Inc.

Name: Coate Financial Group, Inc. — Coate Financial Group, Form 5500 (2024)
Creator: Coate Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coate Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Coate Financial Group, Inc.'s Coate Financial Group, Inc. 401(k) Plan held $1.0M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Ronald Coate signed Coate Financial Group, Inc.'s 2024 Form 5500 as plan administrator.

Ronald Coate — 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

Coate Financial Group, Inc.'s EIN is 82-0506145.

EIN 82-0506145

Plan number 001

Plan year 2024

ACK ID 20250926100212NAL0021379170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coate Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

COATE FINANCIAL GROUP, INC.

EIN

all filings

Address

873 E STATE STREET · EAGLE, ID · 83616

Phone

(208) 344-1900

Industry

Finance & Insurance

Plan administrator