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

COTE Wealth Management, LLC's plan reported $270K in assets and 2 participants for 2024.

Original filing (PDF)20251004084028NAL0001942977001

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 Cash Balance Plan

Defined-benefit pension plan · COTE Wealth Management, LLC's COTE Wealth Management, LLC Cash Balance Plan held $270K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

Plan identifiers

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

EIN 92-1866008

Plan number 002

Plan year 2024

ACK ID 20251004084028NAL0001942977001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score