P 401(k) Plan Report

Stable plan record

COTERIE ADVISORY GROUP INC. 401 (K) PLAN

Sponsored by COTERIE ADVISORY GROUP INC. · EIN/PN 814305047-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,632
Administrative cost per participant
2025
$325
Active participants
2025
13
Total plan assets
2025
$940,526
Participant loans as a share of assets
2025
1.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260327123409NAL000691169700113$4,632
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.