# Coats, Rose, Yale, Ryman & Lee, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/coats-rose-yale-ryman-lee-p-c-401k-plan

> Coats, Rose, Yale, Ryman & Lee, P.C.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coats, Rose, Yale, Ryman & Lee, P.C.

- **Sponsor EIN:** 760294490

- **Sponsor Address:** 9 GREENWAY PLAZA STE 1000, HOUSTON, TX, 770460307

- **Plan Type:** 401(k)

- **Total Participants:** 107

- **Total Assets:** $75.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|107|$75.9M|$1.2M|$1.3M|

| 2023|102|$62.4M|$1.1M|$1.3M|

| 2022|112|$57.4M|$1.1M|$1.3M|

## 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|

| CROW, LLP|Auditor|—|—|$0|

## 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|-$15,785|—|-$15,785|—|—|

| 2023|$1,386|—|$1,386|—|—|

| 2022|$1,669|—|$1,669|—|—|

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