# Coating Place, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coating-place-inc-401k-plan

> Coating Place, INC.'s 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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

© 2026 PlanProvider.Pro