Plan Snapshot
- Plan Sponsor: Coach Usa, INC.
- Sponsor EIN: 760608391
- Sponsor Address: 160 SOUTH ROUTE 17N, PARAMUS, NJ, 07652
- Plan Type: 401(k)
- Total Participants: 1,171
- Total Assets: $73.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,171 | $73.4M | $1.2M | $5.3M |
| 2023 | 2,285 | $75.7M | $2.3M | $5.9M |
| 2022 | 2,340 | $69.0M | $1.8M | $4.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $153,671 | $17,766 | — | — | — |
| 2023 | $122,033 | $14,683 | $600 | — | — |
| 2022 | $135,955 | $3,637 | — | — | — |