Plan Snapshot
- Plan Sponsor: Coon Brothers, INC.
- Sponsor EIN: 990278715
- Sponsor Address: P. O. BOX 1119, LAHAINA, HI, 967671119
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 128 | $10.3M | $183,616 | $493,054 |
| 2023 | 128 | $9.1M | $171,847 | $452,793 |
| 2022 | 160 | $7.5M | $168,393 | $454,937 |
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 |
|---|---|---|---|---|
| CW ASSOCIATES, CPAS | Auditor | -$962 | — | -$962 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: -$962
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 | $42,712 | — | — | -$962 | — |
| 2023 | $30,256 | — | — | $767 | — |
| 2022 | $29,041 | $29,041 | — | — | — |