# Coalition, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coalition-inc-401k-plan

> Coalition, INC.'s 401(k) plan: 540 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Athens Insurance Service, INC.](https://planprovider.pro/companies/athens-insurance-services-inc-401k-plan) — 552 participants

- [Squaretrade, INC.](https://planprovider.pro/companies/squaretrade-inc-401k-plan) — 569 participants

- [Patra Corporation](https://planprovider.pro/companies/patra-corporation-401k-plan) — 510 participants

- [Word & Brown INC. Admin., INC.](https://planprovider.pro/companies/word-brown-insurance-administrators-inc-401k-plan) — 586 participants

- [Intercare Holdings, INC.](https://planprovider.pro/companies/intercare-holdings-inc-401k-plan) — 460 participants

- [Tristar Risk Management, INC.](https://planprovider.pro/companies/tristar-risk-management-inc-401k-plan) — 762 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/coalition-inc-401k-plan)

© 2026 PlanProvider.Pro