Plan Snapshot
- Plan Sponsor: Coughlan Companies, LLC
- Sponsor EIN: 824045107
- Sponsor Address: 1710 ROE CREST DRIVE, NORTH MANKATO, MN, 56003
- Plan Type: DC
- Total Participants: 190
- Total Assets: $38.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 190 | $38.3M | $755,574 | $1.8M |
| 2023 | 216 | $34.3M | $726,370 | $1.7M |
| 2022 | 219 | $31.0M | $707,022 | $1.6M |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $37,013 | — | — | — | — |
| 2023 | $38,720 | — | — | — | — |
| 2022 | $39,886 | — | — | — | — |