Plan Ledger DOL Form 5500 · updated monthly

Coffman Truck Sales, Inc.401(k)

COFFMAN TRUCK SALES, INC. 401(K) PLAN · AURORA, IL · plan year 2025

Reported admin expense ratio · 2025
0.09%

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

Coffman Truck Sales, Inc. reported $15,416 in plan administrative expenses for 2025: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,323 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 3 years on file its reported administrative ratio rose from 0.02% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 1,799th-largest of 3,702 plans among Illinois employers on file, and the 1,628th of 5,215 in retail trade. In 2025, employees put in $1.15 for every $1.00 the employer contributed; active participation has grown from 99 to 111 since 2022.

Plan summary
Net assets, end of year$17,954,349
Participants with balances114
Active participants111
Employer contributions$479,893
Employee contributions$554,181
Employer contribution per active participant$4,323
Average account balance$157,494
Benefits paid to participants$697,185
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS INC
Plan history4
Yearassets · accounts · employer contribution
2025$18.0M · 114 accts · $480K emplr
2024$15.2M · 128 accts · $451K emplr
2023$13.1M · 133 accts · $440K emplr
2022$15.7M · 126 accts · $442K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,100
Trustee / custodial$10,316
Total administrative$15,416
The Coffman Truck Sales, Inc. 401(k) match · 2025
Employer contribution per active participant$4,323
Median for plans this size$2,666
2025$4,323 per active participant
2024$4,259 per active participant
2023$4,187 per active participant
2022$4,465 per active participant

Coffman Truck Sales, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$5,100
OLD SECOND NATIONAL BANK$10,316
CHARLES SCHWAB TRUST BANK · Custodial (securities)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$15,416 · 0.09%
2024$6,976 · 0.05%
2023$4,150 · 0.03%
2022$2,563 · 0.02%
Similar plansRetail Trade · Illinois
Sunset Food Mart, Inc. IL$18.8M · 0.01%
Winston Brands, Inc. IL$18.6M · 0.63%
Loeber Motors, Inc. IL$18.4M · 0.14%
Heller Ford Sales, Inc. IL$18.0M · 0.49%
Dan Wolf Automotive Group IL$17.3M · 0.60%
West Jeff Auto Sales IL$16.5M · 0.57%
Rogers Enterprises, Inc. IL$15.9M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362814862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.