Plan Snapshot
- Plan Sponsor: Coleman Professional Services INC.
- Sponsor EIN: 341240178
- Sponsor Address: 5982 RHODES RD, KENT, OH, 44240
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $14,162 | $0 |
| 2023 | 894 | $10.1M | $547,308 | $0 |
| 2022 | 866 | $9.6M | $642,635 | $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 |
|---|---|---|---|---|
| HW&CO | Auditor | $8,694 | — | $8,694 |
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: $8,694
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 | $24,140 | $13,558 | $1,888 | $8,694 | — |
| 2023 | $24,687 | $22,927 | $1,760 | — | — |
| 2022 | $21,586 | $20,348 | $1,238 | — | — |