Plan Snapshot
- Plan Sponsor: Ccu Coal And Construction LLC
- Sponsor EIN: 832954710
- Sponsor Address: 544 CHESTNUT ST. P.O. BOX 1027, COSHOCTON, OH, 43812
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $10.7M | $229,826 | $382,682 |
| 2023 | 186 | $10.5M | $228,738 | $365,886 |
| 2022 | 197 | $10.0M | $220,492 | $369,340 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES,INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES,INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $34,758 | $9,108 | — | — | — |
| 2023 | $25,037 | — | $25,037 | — | — |
| 2022 | $26,292 | — | $26,167 | — | — |