Plan Snapshot
- Plan Sponsor: Coconis Furniture, INC.
- Sponsor EIN: 310646123
- Sponsor Address: 4 S MAYSVILLE AVE, SOUTH ZANESVILLE, OH, 43701
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 27
- Total Assets: $405,060
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 27 | $405,060 | $0 | $0 |
| 2024 | 34 | $118,548 | $342,884 | $127,810 |
| 2023 | 33 | $13,331 | $202,326 | $78,235 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $31,415 | — | $31,415 |
| MCGOHAN BRABENDER | Investment Advisor | $12,425 | — | $12,425 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $5,793 | — | $5,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,633
- Estimated Expense Ratio: 12.253% 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 |
|---|---|---|---|---|---|
| 2025 | $138,163 | — | — | — | — |
| 2024 | $366,107 | — | — | — | — |
| 2023 | $287,266 | — | — | — | — |