# Coon Brothers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coon-brothers-inc-401k-plan

> Coon Brothers, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$17,826|—|$17,826|

| CW ASSOCIATES|AUDITOR|$11,239|—|$11,239|

| NORTHWESTERN MUTUAL WEALTH MGMT CO|OTHER|$7,396|—|$7,396|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,975|—|$6,975|

| 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:** $42,474

- **Estimated Expense Ratio:** 0.411% 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|$42,712|—|—|-$962|—|

| 2023|$30,256|—|—|$767|—|

| 2022|$29,041|$29,041|—|—|—|

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