Plan Ledger DOL Form 5500 · updated monthly

Coal Exclusive Company, LLC dba Coal Exclusive Benefits401(k)

COAL EXCLUSIVE BENEFITS 401(K) RETIREMENT · DEBORD, KY · plan year 2022

Reported admin expense ratio · 2022
0.13%

Coal Exclusive Company, LLC dba Coal Exclusive Benefits reported $6,449 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. 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 rose from 0.13% to 1.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Kentucky (673rd of 871), and 525th of 612 in mining, oil & gas extraction.

Plan summary
Net assets, end of year$4,166,149
Participants with balances876
Active participants23
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$4,756
Benefits paid to participants$757,466
Plan auditUnmodified (clean) audit opinion
AuditorRFH, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$12K · 19 accts
2022$4.2M · 876 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,074
Total administrative$6,449
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$35,502 · 1.75%
2022$6,449 · 0.13%
Similar plansMining, Oil & Gas Extraction · Kentucky
Phoenix Coal Holdings, LLC KY$11.8M · 0.40%
Liter's, Inc. KY$6.4M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611171915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.