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Companies

companyCoats, Rose, Yale, Ryman & Lee, P.C.
$62.4Mreported plan assets
EIN: 76-0294490Location: TXPlans: 2Participants: 301Latest: 2023
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Plans

planCoats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
$62.4Mreported assets (EOY)
Sponsor: Coats, Rose, Yale, Ryman & Lee, P.C.EIN: 76-0294490Plan: 002Participants: 181Assets: $62,353,092Net assets: $62.4MAssets / participant: $344.5KLocation: Houston, TXLatest: 2023
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planCoats Rose, P.C. Employees' Consolidated Group Health And Welfare Benefits Plan2023 filing
Sponsor: Coats Rose, P.C.EIN: 76-0294490Plan: 502Participants: 120Assets: not reported in the loaded datasetLocation: Houston, TXLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan And Trust
Sponsor: Coats, Rose, Yale, Ryman & Lee, P.C.EIN: 76-0294490Plan: 002Ack ID: 20241014100058NAL0026973809001
filing2023 Form 5500 — Coats Rose, P.C. Employees' Consolidated Group Health And Welfare Benefits Plan
Sponsor: Coats Rose, P.C.EIN: 76-0294490Plan: 502Ack ID: 20241003141918NAL0004910403001