Plan Snapshot
- Plan Sponsor: Coughlin & Gerhart, L.L.P.
- Sponsor EIN: 150521967
- Sponsor Address: 99 CORPORATE DR, BINGHAMTON, NY, 13904
- Plan Type: DC
- Total Participants: 102
- Total Assets: $21.3M
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 | 102 | $21.3M | $580,276 | $551,605 |
| 2023 | 103 | $21.8M | $567,191 | $620,045 |
| 2022 | 98 | $20.6M | $539,502 | $622,754 |
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 |
|---|---|---|---|---|
| INSERO & CO CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO CPAS, LLP — 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 | $4,048 | $4,048 | — | — | — |
| 2023 | $2,462 | $2,462 | — | — | — |
| 2022 | $2,259 | — | $2,259 | — | — |