Plan Snapshot
- Plan Sponsor: Coquille Economic Development Corporation
- Sponsor EIN: 911550277
- Sponsor Address: 3201 TREMONT AVENUE, NORTH BEND, OR, 97459
- Plan Type: 401(k)
- Total Participants: 505
- Total Assets: $15.3M
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 | 505 | $15.3M | $738,953 | $1.5M |
| 2023 | 445 | $15.5M | $616,068 | $1.3M |
| 2022 | 369 | $13.2M | $508,418 | $985,009 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $55,778 | — | $55,778 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $38,535 | $21 | $38,556 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,334
- Estimated Expense Ratio: 0.615% 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 | $94,313 | $15,414 | $55,778 | — | — |
| 2023 | $81,795 | $13,591 | $47,817 | — | — |
| 2022 | $75,500 | $12,706 | $43,735 | — | $19,059 |