# Coleman Professional Services INC. 403(b) Plan
Source: https://planprovider.pro/companies/coleman-professional-services-inc-403b-plan

> Coleman Professional Services INC.'s 403(b) plan: 909 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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