Plan Snapshot
- Plan Sponsor: Hoban & Associates, INC. Dba Coast Real Estate Services
- Sponsor EIN: 911476354
- Sponsor Address: 2829 RUCKER AVE #100, EVERETT, WA, 982013456
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $4.9M
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. |
|---|---|---|---|---|
| 2023 | 320 | $4.9M | $38,827 | $534,440 |
| 2022 | 686 | $4.3M | $111,505 | $553,770 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2023 | $41,598 | $4 | $41,594 | — | — |
| 2022 | $39,805 | — | $39,805 | — | — |