# The Coteau Properties Company DB Plan
Source: https://planprovider.pro/companies/the-coteau-properties-company-plan

> The Coteau Properties Company's DB plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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