How big is Coates FREY & Hackett, AAL, LLLC's plan?

Coates FREY & Hackett, AAL, LLLC's plan reported $4.6M in assets and 10 participants for 2024.

Original filing (PDF)20250926003209NAL0010304032001

Coates FREY & Hackett, AAL, LLLC

Name: Coates FREY & Hackett, AAL, LLLC — Coates FREY &, Form 5500 (2024)
Creator: Coates FREY & Hackett, AAL, LLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coates FREY & Hackett, AAL, LLLC Profit Sharing Plan

401(k) retirement plan · Coates FREY & Hackett, AAL, LLLC's Coates FREY & Hackett, AAL, LLLC Profit Sharing Plan held $4.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Howard Miller signed Coates FREY & Hackett, AAL, LLLC's 2024 Form 5500 as plan administrator.

Howard Miller — 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

Coates FREY & Hackett, AAL, LLLC's EIN is 99-0323803.

EIN 99-0323803

Plan number 004

Plan year 2024

ACK ID 20250926003209NAL0010304032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coates FREY & Hackett, AAL, LLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coates FREY & Hackett, AAL, LLLC'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 COATES FREY & HACKETT, AAL, LLLC.

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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