Plan Snapshot
- Plan Sponsor: Coach Road Capital, LLC
- Sponsor EIN: 862859607
- Sponsor Address: 17863 170TH AVENUE, SUITE 101, SPRING LAKE, MI, 49456
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $1.4M
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 | 339 | $1.4M | $36,952 | $209,990 |
| 2023 | 253 | $1.1M | $33,334 | $191,488 |
| 2022 | 189 | $888,591 | $28,332 | $185,349 |
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 |
|---|---|---|---|---|
| HUNGERFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUNGERFORD — 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 | $15,014 | $4,602 | — | — | — |
| 2023 | $12,229 | $483 | — | — | — |
| 2022 | $12,467 | $3,526 | $8,941 | — | — |