Plan Snapshot
- Plan Sponsor: Coachsource LLC
- Sponsor EIN: 261191785
- Sponsor Address: 673 DAKOTA TRL, FRANKLIN LAKES, NJ, 074171043
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $2.9M
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 | 451 | $2.9M | $0 | $528,027 |
| 2023 | 439 | $2.4M | $1,668 | $643,860 |
| 2022 | 427 | $1.6M | $0 | $591,081 |
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 |
|---|---|---|---|---|
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEIHAUS CPA, PC — 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 | $21,918 | $9,277 | $11,781 | — | — |
| 2023 | $16,828 | $6,833 | $9,135 | — | — |
| 2022 | $11,881 | $5,081 | $6,800 | — | — |