Plan Ledger DOL Form 5500 · updated monthly

Coach & Equipment Manufacturing Corporation401(k)

COACH & EQUIPMENT MANUFACTURING UNION 401(K) PLAN · PENN YAN, NY · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Coach & Equipment Manufacturing Corporation reported $2,399 in plan administrative expenses for 2024: 0.40% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,235 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (5,377th of 5,648), and 13,342nd of 13,661 in manufacturing. In 2024, the employer put in $1.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$838,561
Participants with balances168
Active participants123
Employer contributions$151,849
Employee contributions$106,847
Employer contribution per active participant$1,235
Average account balance$4,991
Benefits paid to participants$62,483
Plan auditUnmodified (clean) audit opinion
AuditorDEJOY & CO. CPAS, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,085
Investment management$314
Total administrative$2,399
The Coach & Equipment Manufacturing Corporation 401(k) match · 2024
Employer contribution per active participant$1,235
Median for plans this size$540

Coach & Equipment Manufacturing Corporation's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,085

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

Administrative cost history1
2024$2,399 · 0.40%
Same employer
Similar plansManufacturing · New York
Precare Corp. NY$1.0M · 3.91%
Gina Group, LLC NY$994K · 0.91%
Power Pallet Inc NY$981K · 1.08%
Water Lilies Food, LLC NY$868K · 0.71%
C&C Fp Holdings, LLC NY$738K · 2.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160727809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.