Plan Snapshot
- Plan Sponsor: Coffman Truck Sales, INC.
- Sponsor EIN: 362814862
- Sponsor Address: 1149 S LAKE STREET, AURORA, IL, 60507
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 106 | $15.2M | $451,466 | $478,388 |
| 2023 | 105 | $13.1M | $439,600 | $447,713 |
| 2022 | 99 | $15.7M | $442,073 | $418,899 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, INC. | Auditor | — | — | $0 |
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 | $6,976 | — | — | — | — |
| 2023 | $4,150 | — | — | — | — |
| 2022 | $2,563 | — | $2,563 | — | — |