Plan Ledger DOL Form 5500 · updated monthly

Coach USA, Inc.401(k)

COACH USA, INC. 401(K) AND SAVINGS PLAN · PARAMUS, NJ · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Coach USA, Inc. reported $122,033 in plan administrative expenses for 2023: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,006 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 2 years on file its reported administrative ratio has held roughly steady near 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 435th-largest of 2,419 plans among New Jersey employers on file, and the 291st of 2,677 in transportation & warehousing. In 2023, employees put in $2.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,726,023
Participants with balances2,475
Active participants2,285
Employer contributions$2,299,640
Employee contributions$5,873,011
Employer contribution per active participant$1,006
Average account balance$30,596
Benefits paid to participants$10,743,647
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$75.7M · 2,475 accts · $2.3M emplr
2022$69.0M · 1,833 accts · $1.8M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$107,350
Investment management$14,683
Total administrative$122,033
The Coach USA, Inc. 401(k) match · 2023
Employer contribution per active participant$1,006
Median for plans this size$3,659
2023$1,006 per active participant
2022$775 per active participant

Coach USA, Inc.'s 2023 employer contribution ran below the $3,659 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$109,300
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,683

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

Administrative cost history2
2023$122,033 · 0.17%
2022$135,955 · 0.18%
Same employer
Similar plansTransportation & Warehousing · New Jersey
Maher Terminals LLC NJ$132.3M · 0.10%
Mol (Americas) LLC NJ$77.0M · 0.02%
Nyk Group Americas Inc. NJ$69.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760608391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.