Plan Ledger DOL Form 5500 · updated monthly

Coa, Inc. dba Coaster Company of America401(k)

COASTER COMPANY RETIREMENT SAVINGS PLAN · SANTA FE SPRINGS, CA · plan year 2025

Reported admin expense ratio · 2025
0.34%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Coa, Inc. dba Coaster Company of America reported $112,903 in plan administrative expenses for 2025: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,802 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,338th-largest of 9,483 plans among California employers on file, and the 1,148th of 4,246 in wholesale trade. In 2025, employees put in $1.94 for every $1.00 the employer contributed; active participation has shrunk from 380 to 275 since 2022.

Plan summary
Net assets, end of year$35,712,177
Participants with balances352
Active participants275
Employer contributions$495,581
Employee contributions$959,907
Employer contribution per active participant$1,802
Average account balance$101,455
Benefits paid to participants$1,731,609
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$35.7M · 352 accts · $496K emplr
2024$31.6M · 375 accts · $561K emplr
2023$29.2M · 412 accts · $605K emplr
2022$25.6M · 449 accts · $665K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$112,903
Total administrative$112,903
The Coa, Inc. dba Coaster Company of America 401(k) match · 2025
Employer contribution per active participant$1,802
Median for plans this size$2,666
2025$1,802 per active participant
2024$1,910 per active participant
2023$1,832 per active participant
2022$1,750 per active participant

Coa, Inc. dba Coaster Company of America's 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$112,903
ACTUARIAL BENEFITS CORPORATION · Other servicesindirect comp
ALPHAPOINT, INC. · Investment advisory (plan)indirect comp
MORNINGSTAR INVSTMENT MGMT LLC · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$112,903 · 0.34%
2024$104,631 · 0.34%
2023$93,463 · 0.34%
2022$90,444 · 0.33%
Same employer
Similar plansWholesale Trade · California
Motive Companies, LLC CA$38.3M · 0.45%
Edges Electrical Group LLC CA$37.1M · 0.00%
Hybrid Promotions, LLC CA$35.9M · 0.62%
Vytalogy Wellness LLC CA$35.2M · 0.16%
Kikkoman Sales USA, Inc. CA$35.1M · 0.05%
Jfe Shoji America, LLC CA$34.9M · 0.63%
The Inside Source, Inc. CA$34.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953625990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.