How big is COTA Coaching & Consulting LLC's plan?

COTA Coaching & Consulting LLC's plan reported $63K in assets and 2 participants for 2025.

Original filing (PDF)20260513212555NAL0007898593001

COTA Coaching & Consulting LLC

Name: COTA Coaching & Consulting LLC — COTA Consulting, Form 5500 (2025)
Creator: COTA Coaching & Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COTA Consulting 401(k) Plan

401(k) retirement plan · COTA Coaching & Consulting LLC's COTA Consulting 401(k) Plan held $63K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Christina COTA signed COTA Coaching & Consulting LLC's 2025 Form 5500 as plan administrator.

Christina COTA — 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

COTA Coaching & Consulting LLC's EIN is 87-2442357.

EIN 87-2442357

Plan number 001

Plan year 2025

ACK ID 20260513212555NAL0007898593001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for COTA Coaching & Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

COTA Coaching & Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

COTA COACHING & CONSULTING LLC

EIN

all filings

Address

47962 MEADOWLARK STREET · HARRISBURG, SD · 57032

Phone

(605) 521-7849

Industry

Professional & Technical Services

Plan administrator