# Coquille Economic Development Corporation 401(k) Plan
Source: https://planprovider.pro/companies/coquille-economic-development-corporation-401k-plan

> Coquille Economic Development Corporation's 401(k) plan: 505 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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