· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COTE & COMPANY, APC — COTE & COMPANY, APC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015152724NAL0010044674001
COTE & COMPANY, APC
Form 5500-SF
FILING_RECEIVED
COTE & COMPANY, APC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COTE & COMPANY, APC
.
Find decision makers
Plan sponsor
Name
COTE & COMPANY, APC
DBA
COTE & COMPANY, APC
EIN
94-3216001
Address
128 10TH ST FL 2 · SAN FRANCISCO, CA · 941032605
Phone
(415) 931-0300
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
JOSEPH M. CAHILL, LLC
JOSEPH M. CAHILL, LLC RETIREMENT PLAN
$1.3M · 5 participants
DANIEL B. HEYMAN, CPA APC
DANIEL B. HEYMAN, CPA APC 401(K) PLAN
$1.3M · 4 participants
MICHAEL GARZA & CO., LLC
MICHAEL GARZA & CO., LLC 401(K) PLAN
$1.3M · 4 participants
MORAN & WOO PS FKA JUDITH GOODE MORAN, PS
JUDITH GOODE MORAN, PS 401(K) PROFIT SHARING PLAN
$1.3M · 3 participants
DEL PRETE & CHENG LLP
DPC 401(K) RETIREMENT PLAN
$1.3M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
GALLIPOLI & GALLIPOLI PC
GALLIPOLI & GALLIPOLI PC 401(K) P/S PLAN
$1.3M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
