Plan Snapshot
- Plan Sponsor: Coleman Professional Services, INC.
- Sponsor EIN: 341240178
- Sponsor Address: 5982 RHODES ROAD, KENT, OH, 442404128
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 452
- Total Assets: $113,894
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 452 | $113,894 | $6.0M | $796,631 |
| 2023 | 376 | $1.3M | $4.2M | $261,395 |
| 2022 | 0 | $0 | $103 | $0 |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Other Service Provider | $231,451 | — | $231,451 |
| THP INSURANCE COMPANIES | Other Service Provider | $89,897 | — | $89,897 |
| GALLAGHER BENEFIT SERVICES | Other Service Provider | $34,800 | — | $34,800 |
| HW&CO. | Auditor | $23,398 | — | $23,398 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HW&CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $379,546
- Estimated Expense Ratio: 333.245% 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 | $382,581 | — | $321,348 | $23,398 | — |
| 2023 | $292,403 | — | $227,669 | $19,860 | — |
| 2022 | — | — | — | — | — |