# Coakley & Williams Construction LLC 401(k) Plan
Source: https://planprovider.pro/companies/coakley-williams-construction-llc-401k-plan

> Coakley & Williams Construction LLC's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coakley & Williams Construction LLC

- **Sponsor EIN:** 833317753

- **Sponsor Address:** 4500 EAST WEST HWY, BETHESDA, MD, 20814

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

- **Total Participants:** 134

- **Total Assets:** $25.8M

## 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|134|$25.8M|$415,301|$1.4M|

| 2023|109|$22.1M|$440,920|$1.5M|

## 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|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$32,000|—|$32,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,523|—|$29,523|

| BAKER TILLY US, LLP|ACCOUNTANT|$21,500|—|$21,500|

### Verified Provider Profiles

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

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,023

- **Estimated Expense Ratio:** 0.322% 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|$83,023|$32,000|—|$21,500|—|

| 2023|$59,933|$32,000|—|$20,000|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/coakley-williams-construction-llc-401k-plan)

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