# Frank Martz Coach Company 401(k) Plan
Source: https://planprovider.pro/companies/frank-martz-coach-company-401k-plan-002

> Frank Martz Coach Company's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frank Martz Coach Company

- **Sponsor EIN:** 240654440

- **Sponsor Address:** 239 OLD RIVER ROAD, WILKES-BARRE, PA, 187021616

- **Plan Type:** 401(k)

- **Total Participants:** 111

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|111|$6.3M|$220,693|$346,651|

| 2023|119|$5.9M|$219,165|$347,146|

| 2022|116|$5.0M|$207,158|$318,616|

## 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|$39,218|—|$39,218|

| SNYDER & CLEMENTE|ACCOUNTANT|$13,000|—|$13,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SNYDER & CLEMENTE](https://planprovider.pro/provider/snyder-and-clemente) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,218

- **Estimated Expense Ratio:** 0.830% 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|$52,777|$570|$39,219|$12,988|—|

| 2023|$35,393|—|$35,393|—|—|

| 2022|$38,462|—|$31,990|—|$6,472|

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