Plan Snapshot
- Plan Sponsor: Coburn Supply Company, INC.
- Sponsor EIN: 760700401
- Sponsor Address: 350 PINE STREET, SUITE 850, BEAUMONT, TX, 77701
- Plan Type: 401(k)
- Total Participants: 1,206
- Total Assets: $84.9M
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 | 1,206 | $84.9M | $1.6M | $4.5M |
| 2023 | 1,008 | $73.0M | $1.6M | $4.5M |
| 2022 | 905 | $62.5M | $1.5M | $4.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $103,735 | — | $103,735 |
| STOKES FAMILY OFFICE LLC | ADVISOR | $49,977 | — | $49,977 |
| CROWE LLP | ACCOUNTANT/AUDITOR | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STOKES FAMILY OFFICE LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,712
- Estimated Expense Ratio: 0.206% 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 | $174,712 | $49,977 | — | $21,000 | — |
| 2023 | $174,182 | $49,981 | — | $26,500 | — |
| 2022 | $151,568 | — | — | — | — |