Plan Snapshot
- Plan Sponsor: Red Coats, INC.
- Sponsor EIN: 530257871
- Sponsor Address: 4520 EAST-WEST HWY, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 3,134
- Total Assets: $27.5M
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 | 3,134 | $27.5M | $472,163 | $2.5M |
| 2023 | 3,135 | $23.7M | $390,842 | $2.1M |
| 2022 | 3,319 | $18.5M | $361,112 | $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 |
|---|---|---|---|---|
| CST GROUP, CPSS, PC | 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 | $94,538 | $21,989 | $72,549 | — | — |
| 2023 | $90,467 | $15,860 | $74,607 | — | — |
| 2022 | $101,700 | — | $101,700 | — | — |