# Coenterprise, LLC 401(k) Plan
Source: https://planprovider.pro/companies/coenterprise-llc-401k-plan

> Coenterprise, LLC's 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT/FINANCIAL ADVI|$22,962|—|$22,962|

| ADP, INC.|RECORD KEEPER|$19,020|—|$19,020|

| PKF O'CONNOR DAVIES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,982

- **Estimated Expense Ratio:** 0.423% 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|$41,982|$22,962|—|—|—|

| 2023|$52,433|$18,492|—|$12,700|—|

| 2022|$39,232|—|—|—|—|

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