Plan Snapshot
- Plan Sponsor: Coconut Logistics LLC
- Sponsor EIN: 852597740
- Sponsor Address: 445 HAMILTON AVENUE SUITE 1102, WHITE PLAINS, NY, 10601
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 65
- Total Assets: $240,235
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. |
|---|---|---|---|---|
| 2025 | 65 | $240,235 | $18,265 | $100,151 |
| 2024 | 80 | $152,436 | $18,071 | $76,917 |
| 2023 | 85 | $108,046 | $30,251 | $71,851 |
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 |
|---|---|---|---|---|
| FIORITA KORNHAAS AND COMPANY PC | 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 |
|---|---|---|---|---|---|
| 2025 | $61,109 | — | — | — | — |
| 2024 | $683 | $683 | — | — | — |
| 2023 | $162 | $162 | — | — | — |