# Coach Road Capital, LLC 401(k) Plan
Source: https://planprovider.pro/companies/coach-road-capital-llc-401k-plan

> Coach Road Capital, LLC's 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$10,412|—|$10,412|

| HUNGERFORD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUNGERFORD](https://planprovider.pro/provider/hungerford-nichols) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,412

- **Estimated Expense Ratio:** 0.732% 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|$15,014|$4,602|—|—|—|

| 2023|$12,229|$483|—|—|—|

| 2022|$12,467|$3,526|$8,941|—|—|

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