Plan Snapshot
- Plan Sponsor: Coalfire Systems, INC.
- Sponsor EIN: 841600418
- Sponsor Address: 330 N. WABASH AVE, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,365
- Total Assets: $137.5M
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. |
|---|---|---|---|---|
| 2025 | 1,365 | $137.5M | $0 | $0 |
| 2024 | 951 | $111.7M | $3.4M | $9.9M |
| 2023 | 976 | $95.4M | $3.4M | $10.1M |
| 2022 | 1,065 | $72.3M | $4.0M | $9.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $101,610 | — | $101,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,610
- Estimated Expense Ratio: 0.074% 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 |
|---|---|---|---|---|---|
| 2025 | $13,669,510 | — | $300 | — | — |
| 2024 | $105,843 | $18,080 | $300 | $8,490 | — |
| 2023 | $84,111 | $26,914 | — | $8,490 | — |
| 2022 | $120,390 | — | — | — | — |