Plan Snapshot
- Plan Sponsor: Coinstar, LLC
- Sponsor EIN: 943156448
- Sponsor Address: 330 120TH AVE NE, BELLEVUE, WA, 98005
- Plan Type: 401(k)
- Total Participants: 356
- Total Assets: $84.0M
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 | 356 | $84.0M | $1.1M | $2.8M |
| 2023 | 360 | $76.2M | $1.0M | $2.6M |
| 2022 | 350 | $64.2M | $1.0M | $2.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $85,617 | — | $85,617 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,115 | — | $21,115 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,732
- Estimated Expense Ratio: 0.127% 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 | $106,732 | $21,115 | $300 | — | — |
| 2023 | $121,317 | $24,499 | $300 | — | — |
| 2022 | $93,567 | $26,539 | — | — | — |