# C. J. Coakley Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-j-coakley-co-inc-401k-plan

> C. J. Coakley Co., INC.'s 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — 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|—|—|

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