Plan Snapshot
- Plan Sponsor: Coordinated Services Management, INC.
- Sponsor EIN: 541164589
- Sponsor Address: 3333 PETERS CREEK RD NW, ROANOKE, VA, 240192719
- Plan Type: 401(k)
- Total Participants: 1,299
- Total Assets: $9.4M
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 | 1,299 | $9.4M | $0 | $749,947 |
| 2023 | 878 | $8.4M | $0 | $791,306 |
| 2022 | 695 | $7.4M | $0 | $818,460 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, L.L.P. — 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 | $20,026 | — | $20,026 | — | — |
| 2023 | $18,498 | — | $18,498 | — | — |
| 2022 | $17,832 | — | $17,832 | — | — |