Plan Snapshot
- Plan Sponsor: Coastal Pet Products, INC.
- Sponsor EIN: 341044431
- Sponsor Address: 911 LEADWAY AVENUE, ALLIANCE, OH, 44601
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $19.5M
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 | 366 | $19.5M | $249,148 | $706,579 |
| 2023 | 367 | $19.3M | $373,295 | $701,094 |
| 2022 | 412 | $18.2M | $370,588 | $722,018 |
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 |
|---|---|---|---|---|
| MGO ONESEVEN | THIRD PARTY ADMINISTRATO | $75,177 | $17,984 | $93,161 |
| 415 GROUP, INC. | Auditor | $75,899 | — | $75,899 |
| NATIONWIDE | CUSTODIAN/RECORDKEEPER | $46,359 | $23,283 | $69,642 |
| MGO ONESEVEN INVESTMENT ADVISORS | INVESTMENT ADVISOR | — | $26,812 | $26,812 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 415 GROUP, INC. — Auditor
- NATIONWIDE — CUSTODIAN/RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,514
- Estimated Expense Ratio: 1.359% 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 | $75,899 | — | — | $75,899 | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |