Coffey & Coffey Incorporated DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Coffey & Coffey Incorporated
  • Sponsor EIN: 272986712
  • Sponsor Address: 6102 SHALLOWFORD RD, CHATTANOOGA, TN, 37421
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $126

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$126$0$0
20241$126$0$0
20236$806,416$0$0
20225$1.1M$0$0

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