Plan Snapshot
- Plan Sponsor: Coenterprise, LLC
- Sponsor EIN: 320323129
- Sponsor Address: 150 VETERANS MEMORIAL HIGHWAY, COMMACK, NY, 11725
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $9.9M
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 | 68 | $9.9M | $201,274 | $1.1M |
| 2023 | 77 | $8.7M | $197,915 | $1.3M |
| 2022 | 100 | $6.5M | $256,779 | $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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $41,982 | $22,962 | — | — | — |
| 2023 | $52,433 | $18,492 | — | $12,700 | — |
| 2022 | $39,232 | — | — | — | — |