Plan Snapshot
- Plan Sponsor: Coffman Excavation INC.
- Sponsor EIN: 364749989
- Sponsor Address: 13014 S CLACKAMAS RIVER DR, OREGON CITY, OR, 97045
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $8.5M
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 | 114 | $8.5M | $120,486 | $543,866 |
| 2023 | 102 | $7.8M | $106,994 | $472,413 |
| 2022 | 114 | $6.5M | $109,752 | $500,218 |
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 |
|---|---|---|---|---|
| HOFFMAN,STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN,STEWART & SCHMIDT, P.C. — Auditor
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 | $58,598 | $41,331 | $17,267 | — | — |
| 2023 | $55,982 | $37,254 | $18,728 | — | — |
| 2022 | $58,814 | $42,851 | $15,963 | — | — |