Plan Snapshot
- Plan Sponsor: Coughlin Chevrolet INC.
- Sponsor EIN: 311334952
- Sponsor Address: 9000 EAST BROAD STREET, PATASKALA, OH, 43062
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 576 | $18.9M | $324,918 | $2.4M |
| 2023 | 605 | $14.8M | $340,422 | $2.3M |
| 2022 | 492 | $10.9M | $255,582 | $2.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $113,984 | — | $113,984 |
| BRADY WARE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- BRADY WARE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,984
- Estimated Expense Ratio: 0.604% 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 | $113,984 | — | — | — | — |
| 2023 | $79,911 | — | — | — | — |
| 2022 | $70,883 | — | — | — | — |