# Coen Oil Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/coen-oil-company-llc-401k-plan

> Coen Oil Company, LLC's 401(k) plan: 657 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coen Oil Company, LLC

- **Sponsor EIN:** 251852754

- **Sponsor Address:** 1000 PHILADELPHIA STREET, CANONSBURG, PA, 15317

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

- **Total Participants:** 657

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|657|$11.0M|$300,460|$1.8M|

| 2023|639|$8.8M|$223,194|$1.6M|

| 2022|654|$7.0M|$173,110|$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|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$21,288|—|$21,288|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,156|—|$19,156|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$5,984|—|$5,984|

| SCHNEIDER DOWNS & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,428

- **Estimated Expense Ratio:** 0.422% 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|$46,429|$27,273|—|—|—|

| 2023|$65,191|$21,557|—|—|—|

| 2022|$80,496|—|—|—|—|

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