Plan Snapshot
- Plan Sponsor: C. J. Coakley Co., INC.
- Sponsor EIN: 540804860
- Sponsor Address: 2677 PROSPERITY AVENUE, SUITE 100, FAIRFAX, VA, 22031
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 330 | $25.3M | $505,609 | $610,607 |
| 2023 | 282 | $24.4M | $605,352 | $633,681 |
| 2022 | 360 | $22.3M | $1.9M | $656,999 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR, P.C. | Auditor | $23,000 | — | $23,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,000
- Estimated Expense Ratio: 0.091% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $181,461 | $83,856 | $46,989 | $23,000 | — |
| 2023 | $199,273 | $82,965 | $62,951 | $17,500 | — |
| 2022 | $199,038 | — | $199,038 | — | — |