Plan Snapshot
- Plan Sponsor: Newell Coach Corporation
- Sponsor EIN: 731080966
- Sponsor Address: 3900 NORTH MAIN STREET, MIAMI, OK, 74354
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $21.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 197 | $21.1M | $651,864 | $1.2M |
| 2023 | 204 | $18.4M | $565,158 | $1.0M |
| 2022 | 190 | $15.2M | $578,297 | $1.0M |
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 |
|---|---|---|---|---|
| OBER & LITTLEFIELD, CPA'S, PLLCQ | 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 |
|---|---|---|---|---|---|
| 2024 | $7,215 | — | $7,215 | — | — |
| 2023 | $8,105 | — | $8,105 | — | — |
| 2022 | $8,245 | — | $8,245 | — | — |