# Coffman Specialties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coffman-specialties-inc-plan

> Coffman Specialties, INC.'s 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/platform-cpas-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|—|—|

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