# Coachsource LLC 401(k) Plan
Source: https://planprovider.pro/companies/coachsource-llc-401k-plan

> Coachsource LLC's 401(k) plan: 451 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$9,328|—|$9,328|

| WEALTHCARE ADVISORY PARTNERS LLC|ADVISOR|$9,277|—|$9,277|

| MEIHAUS CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [MEIHAUS CPA, PC](https://planprovider.pro/provider/meihaus-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,605

- **Estimated Expense Ratio:** 0.643% 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|$21,918|$9,277|$11,781|—|—|

| 2023|$16,828|$6,833|$9,135|—|—|

| 2022|$11,881|$5,081|$6,800|—|—|

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