Plan Snapshot
- Plan Sponsor: Coffman Specialties, INC.
- Sponsor EIN: 330483378
- Sponsor Address: 9685 VIA EXCELENCIA #200, SAN DIEGO, CA, 92126
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $14.9M | $271,808 | $483,398 |
| 2023 | 107 | $14.6M | $276,496 | $488,730 |
| 2022 | 109 | $15.9M | $272,884 | $458,286 |
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 |
|---|---|---|---|---|
| PLATFORM CPA'S LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPA'S LLP — 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 | $61,678 | — | $61,678 | — | — |
| 2023 | $59,017 | — | $59,017 | — | — |
| 2022 | $52,057 | — | $52,057 | — | — |