Plan Snapshot
- Plan Sponsor: Coalition On Homelessness
- Sponsor EIN: 311189029
- Sponsor Address: 175 S 3RD ST., COLUMBUS, OH, 43215
- Plan Type: DC
- Total Participants: 637
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 637 | $10.4M | $408,268 | $411,639 |
| 2023 | 351 | $6.2M | $255,017 | $275,713 |
| 2022 | 216 | $3.8M | $217,482 | $244,029 |
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 |
|---|---|---|---|---|
| PW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS, LLC — 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 | $27,867 | — | — | — | — |
| 2023 | $27,555 | $1,644 | — | — | — |
| 2022 | — | — | — | — | — |