# Coit Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coit-services-inc-401k-plan

> Coit Services, INC.'s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coit Services, INC.

- **Sponsor EIN:** 941635764

- **Sponsor Address:** 897 HINCKLEY ROAD, BURLINGAME, CA, 94010

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

- **Total Participants:** 205

- **Total Assets:** $12.5M

## 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|205|$12.5M|$43,788|$572,758|

| 2023|197|$11.2M|$42,548|$509,158|

| 2022|210|$10.6M|$38,547|$576,055|

## 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|

| CBIZ CPAS P.C.|Auditor|$9,265|—|$9,265|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,265

- **Estimated Expense Ratio:** 0.074% 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|$83,502|$20,838|$11,381|$9,265|—|

| 2023|$71,430|$21,123|$13,386|—|—|

| 2022|$70,382|$22,422|$43,172|—|—|

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