Plan Snapshot
- Plan Sponsor: Coalition, INC.
- Sponsor EIN: 820756527
- Sponsor Address: 548 MARKET ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 540
- Total Assets: $38.7M
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 | 540 | $38.7M | $3.1M | $6.5M |
| 2023 | 545 | $25.2M | $2.8M | $5.9M |
| 2022 | 471 | $11.4M | $1.6M | $3.7M |
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 | $39,015 | — | $39,015 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,069 | — | $5,069 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,084
- Estimated Expense Ratio: 0.114% 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 | $44,084 | $5,069 | — | — | — |
| 2023 | $4,246 | $290 | — | — | — |
| 2022 | $42,504 | $42,504 | — | — | — |