# Coalfire Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coalfire-systems-inc-401k-plan

> Coalfire Systems, INC.'s 401(k) plan: 951 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coalfire Systems, INC.

- **Sponsor EIN:** 841600418

- **Sponsor Address:** 330 N. WABASH AVE, CHICAGO, IL, 60611

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

- **Total Participants:** 951

- **Total Assets:** $111.7M

## 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|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|$79,273|—|$79,273|

| COOK STREET CONSULTING, INC|INVESTMENT ADVISOR|$18,080|—|$18,080|

| BROCK AND COMPANY|AUDITOR|$8,490|—|$8,490|

### Verified Provider Profiles

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

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

- [COOK STREET CONSULTING, INC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [BROCK AND COMPANY](https://planprovider.pro/provider/brock-and-company-cpas-pc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,843

- **Estimated Expense Ratio:** 0.095% 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|$105,843|$18,080|$300|$8,490|—|

| 2023|$84,111|$26,914|—|$8,490|—|

| 2022|$120,390|—|—|—|—|

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