Plan Snapshot
- Plan Sponsor: Coleman Professional Services INC.
- Sponsor EIN: 341240178
- Sponsor Address: 5982 RHODES ROAD, KENT, OH, 44240
- Plan Type: 403(b)
- Total Participants: 909
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 909 | $18.8M | $855,426 | $1.7M |
| 2023 | 894 | $13.7M | $145,577 | $1.6M |
| 2022 | 866 | $11.9M | $345,385 | $1.5M |
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 |
|---|---|---|---|---|
| CITRON COOPERMAN & COMPANY LLP | Auditor | $1,556 | — | $1,556 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,556
- Estimated Expense Ratio: 0.008% 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 | $48,279 | $40,147 | $6,576 | $1,556 | — |
| 2023 | $45,130 | $30,608 | $14,522 | — | — |
| 2022 | $34,459 | $24,833 | $9,626 | — | — |