# Coordinates Operations LLC DC Plan
Source: https://planprovider.pro/companies/coordinates-operations-llc-plan-001

> Coordinates Operations LLC's DC plan: 673 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coordinates Operations LLC

- **Sponsor EIN:** 272192607

- **Sponsor Address:** C/O PETER J. GILMAN, P.C., BOSTON, MA, 02110

- **Plan Type:** DC

- **Total Participants:** 673

- **Total Assets:** $187.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|673|$187.6M|$0|$13.9M|

| 2023|678|$162.3M|$0|$12.8M|

| 2022|608|$126.2M|$0|$10.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$12,101|—|$12,101|

| PETER J. GILMAN, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,101

- **Estimated Expense Ratio:** 0.006% 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|$10,617|—|$1,500|—|—|

| 2023|$7,544|—|—|—|—|

| 2022|$7,866|—|—|—|—|

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