Plan Snapshot
- Plan Sponsor: Red Ventures Coqui, LLC
- Sponsor EIN: 660926033
- Sponsor Address: 1101 RED VENTURES DRIVE, FORT MILL, SC, 29707
- Plan Type: DC
- Total Participants: 160
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 160 | $4.4M | $294,892 | $579,922 |
| 2023 | 128 | $3.0M | $252,434 | $536,353 |
| 2022 | 114 | $1.8M | $248,597 | $578,681 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $8,720 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |