# Coadvantage Corporation 401(k) Plan
Source: https://planprovider.pro/companies/coadvantage-corporation-401k-plan

> Coadvantage Corporation's 401(k) plan: 76,258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coadvantage Corporation

- **Sponsor EIN:** 273007025

- **Sponsor Address:** 101 RIVERFRONT BLVD, BRADENTON, FL, 34205

- **Plan Type:** 401(k)

- **Total Participants:** 76,258

- **Total Assets:** $1.2B

## 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|76,258|$1.2B|$44.6M|$114.7M|

| 2023|67,179|$1.0B|$37.9M|$100.6M|

| 2022|54,293|$851.3M|$33.3M|$90.6M|

## 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 CO|RECORDKEEPER|$4,329,366|—|$4,329,366|

| EMPOWER ADVISORY GROUP|INVESTMENT MANAGEMENT|$128,798|—|$128,798|

| RAYMOND JAMES INSURANCE GROUP INC|BROKER/ADVISER|—|$13,833|$13,833|

| CBIZ CPAS P.C.|Auditor|$1,200|—|$1,200|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,473,197

- **Estimated Expense Ratio:** 0.363% 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|$4,348,553|—|$4,218,555|$1,200|—|

| 2023|$2,671,151|$2,367,100|$304,051|—|—|

| 2022|$4,713,169|$3,523,825|$958,938|—|—|

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