Plan Snapshot
- Plan Sponsor: Coordinated Transportation Solutions, INC.
- Sponsor EIN: 061496806
- Sponsor Address: 35 NUTMEG DRIVE, SUITE 120, TRUMBULL, CT, 06611
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 318 | $2.5M | $191,405 | $470,049 |
| 2023 | 314 | $2.6M | $160,359 | $390,160 |
| 2022 | 258 | $1.9M | $131,293 | $325,131 |
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 |
|---|---|---|---|---|
| BAKERTILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKERTILLY US, 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 | $3,859 | — | — | — | — |
| 2023 | $5,172 | — | — | — | — |
| 2022 | $4,046 | — | $4,046 | — | — |