Plan Snapshot
- Plan Sponsor: Coan, INC.
- Sponsor EIN: 042202828
- Sponsor Address: 196 W. CENTRAL STREET, NATICK, MA, 01760
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $2.3M
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 | 16 | $2.3M | $70,125 | $144,615 |
| 2023 | 16 | $1.9M | $84,337 | $117,826 |
| 2022 | 17 | $1.8M | $75,500 | $115,846 |