Plan Snapshot
- Plan Sponsor: Coleman American Companies, INC.
- Sponsor EIN: 630419836
- Sponsor Address: 1 EAGLE RIDGE DRIVE, MIDLAND CITY, AL, 36350
- Plan Type: 401(k)
- Total Participants: 2,619
- Total Assets: $36.5M
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 | 2,619 | $36.5M | $263,222 | $2.5M |
| 2023 | 1,306 | $32.8M | $243,179 | $2.4M |
| 2022 | 1,230 | $28.1M | $232,640 | $2.5M |
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 |
|---|---|---|---|---|
| BELL AND COMPANY | 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 | $147,130 | — | — | — | — |
| 2023 | $164,172 | — | — | — | — |
| 2022 | $204,198 | $300 | $193,598 | — | $8,400 |