# Coburn Supply Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coburn-supply-company-inc-401k-plan

> Coburn Supply Company, INC.'s 401(k) plan: 1,206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STOKES FAMILY OFFICE LLC](https://planprovider.pro/provider/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|—|—|—|—|

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

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