Plan Snapshot
- Plan Sponsor: Coating Place, INC.
- Sponsor EIN: 391949466
- Sponsor Address: 200 PAOLI STREET, VERONA, WI, 53593
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 143 | $31.6M | $464,801 | $814,855 |
| 2023 | 127 | $27.6M | $414,653 | $710,186 |
| 2022 | 131 | $22.9M | $418,411 | $700,702 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $42,593 | — | $42,593 |
| ONEAMERICA INVESTMENT ADVISORY SVCS | NONE | $8,517 | — | $8,517 |
| WEGNER CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,110
- Estimated Expense Ratio: 0.162% 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 | $51,110 | $8,517 | — | — | — |
| 2023 | $43,005 | $7,717 | — | — | — |
| 2022 | $52,694 | $13,494 | — | — | $39,200 |