Plan Snapshot
- Plan Sponsor: Coolsys, INC.
- Sponsor EIN: 820852708
- Sponsor Address: 145 S. STATE COLLEGE BLVD., STE 200, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 3,686
- Total Assets: $219.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 3,686 | $219.3M | $10.8M | $21.5M |
| 2023 | 3,056 | $183.9M | $9.6M | $19.1M |
| 2022 | 2,954 | $148.7M | $6.4M | $17.6M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $362,337 | $44,883 | $317,454 | — | — |
| 2023 | $315,335 | $51,426 | $263,909 | — | — |
| 2022 | $297,229 | $27,181 | $250,048 | — | $20,000 |