How big is COTE Wealth Management, LLC's plan?

COTE Wealth Management, LLC's plan reported $95K in assets and 2 participants for 2024.

Original filing (PDF)20251004083406NAL0001148387001

COTE Wealth Management, LLC

Name: COTE Wealth Management, LLC — COTE Wealth Management, Form 5500 (2024)
Creator: COTE Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COTE Wealth Management, LLC 401(k) Plan

401(k) retirement plan · COTE Wealth Management, LLC's COTE Wealth Management, LLC 401(k) Plan held $95K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

Plan identifiers

COTE Wealth Management, LLC's EIN is 92-1866008.

EIN 92-1866008

Plan number 001

Plan year 2024

ACK ID 20251004083406NAL0001148387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COTE Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COTE Wealth Management, LLC's plan includes profit-sharing, 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 COTE WEALTH MANAGEMENT, 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