Plan Snapshot
- Plan Sponsor: The Coteau Properties Company
- Sponsor EIN: 341105141
- Sponsor Address: 5340 LEGACY DR., PLANO, TX, 750243141
- Plan Type: DB
- Total Participants: 29
- Total Assets: $94.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 29 | $94.8M | $0 | $0 |
| 2023 | 44 | $93.4M | $0 | $0 |
| 2022 | 58 | $85.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | NONE | $113,042 | — | $113,042 |
| WILLIS TOWERS WATSON | NONE | $44,067 | — | $44,067 |
| CROWE LLP | NONE | $14,396 | — | $14,396 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,505
- Estimated Expense Ratio: 0.181% 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 | $213,576 | $84,667 | — | $14,396 | — |
| 2023 | $200,100 | $68,530 | — | $29,553 | — |
| 2022 | $174,050 | $54,204 | — | — | $63,390 |