Plan Snapshot
- Plan Sponsor: Coach & Equipment Manufacturing Corporation
- Sponsor EIN: 160727809
- Sponsor Address: 130 HORIZON PARK DRIVE, PENN YAN, NY, 14527
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $838,561
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 | 123 | $838,561 | $151,849 | $106,847 |
| 2023 | 144 | $351,534 | $130,706 | $108,158 |
| 2022 | 97 | $82,428 | $42,417 | $40,999 |
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 |
|---|---|---|---|---|
| DEJOY & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEJOY & CO. CPAS, LLP — 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 | $2,399 | $314 | $2,085 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |