Plan Snapshot
- Plan Sponsor: Coal And Environmental Services INC 401k Profit Sharing Plan
- Sponsor EIN: 262417607
- Sponsor Address: 2005 NORTH CENTER AVE, SOMERSET, PA, 15501
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $7.6M
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 | 123 | $7.6M | $146,948 | $285,969 |
| 2023 | 119 | $6.1M | $141,895 | $254,698 |
| 2022 | 105 | $5.5M | $148,988 | $248,182 |
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 |
|---|---|---|---|---|
| WESSEL AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL AND COMPANY — 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 | $17,632 | $17,632 | — | — | — |
| 2023 | $16,197 | $16,197 | — | — | — |
| 2022 | $15,803 | $15,803 | — | — | — |