# Coghlin Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coghlin-companies-inc-401k-plan

> Coghlin Companies, INC.'s 401(k) plan: 700 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coghlin Companies, INC.

- **Sponsor EIN:** 042923301

- **Sponsor Address:** 27 OTIS STREET, WESTBOROUGH, MA, 01581

- **Plan Type:** 401(k)

- **Total Participants:** 700

- **Total Assets:** $57.7M

## 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|700|$57.7M|$1.4M|$4.1M|

| 2023|770|$49.7M|$1.5M|$4.1M|

| 2022|841|$39.9M|$1.5M|$3.9M|

## 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|

| KESTRA INVESTMENT SERVICES, LLC|ADVISOR|$76,567|—|$76,567|

| BDS CONSULTING GROUP, INC.|RECORDKEEPER|$22,030|—|$22,030|

| FIDELITY INVESTMENTS|RECORDKEEPER|$18,211|—|$18,211|

| BOLLUS LYNCH|ACCOUNTANT / AUDITOR|$15,493|—|$15,493|

| STRATEGIC ADVISORS|ADVISOR|$11,848|—|$11,848|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA INVESTMENT SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [BDS CONSULTING GROUP, INC.](https://planprovider.pro/provider/commonwealth-financial-network) — RECORDKEEPER

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $144,149

- **Estimated Expense Ratio:** 0.250% of plan assets

### 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|$144,158|$88,414|—|$15,493|—|

| 2023|$88,581|$77,218|—|$14,990|—|

| 2022|$94,568|$8,680|—|—|—|

## Similar Plans

- [Heilind Electronics, INC.](https://planprovider.pro/companies/heilind-electronics-inc-401k-plan) — 1,012 participants

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