# Coffman Excavation INC. 401(k) Plan
Source: https://planprovider.pro/companies/coffman-excavation-inc-401k-plan-003

> Coffman Excavation INC.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — 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|—|—|

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