Plan Ledger DOL Form 5500 · updated monthly

Coleman American Companies, Inc.DC plan

COLEMAN WORLD GROUP, LLC SAVINGS & PROTECTION PLAN · MIDLAND CITY, AL · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Coleman American Companies, Inc. reported $147,130 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $101 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 fell from 0.67% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 199th-largest of 902 plans among Alabama employers on file, and the 481st of 2,677 in transportation & warehousing. In 2024, employees put in $9.52 for every $1.00 the employer contributed; active participation has grown from 1,230 to 2,619 since 2022.

Plan summary
Net assets, end of year$36,435,803
Participants with balances1,066
Active participants2,619
Employer contributions$263,222
Employee contributions$2,505,007
Employer contribution per active participant$101
Average account balance$34,180
Benefits paid to participants$3,527,960
Plan auditUnmodified (clean) audit opinion
AuditorBELL AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$36.4M · 1,066 accts · $263K emplr
2023$32.7M · 1,241 accts · $243K emplr
2022$28.1M · 1,243 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,130
Total administrative$147,130
Employer contributions to the Coleman American Companies, Inc. plan · 2024
Employer contribution per active participant$101
Median for plans this size$2,416
2024$101 per active participant
2023$186 per active participant
2022$189 per active participant

Coleman American Companies, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPSOUTH PARTNERS · Investment advisory (plan)$33,562

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

Administrative cost history3
2024$147,130 · 0.43%
2023$164,172 · 0.54%
2022$204,198 · 0.67%
Similar plansTransportation & Warehousing · Alabama
Parker Towing Company, Inc. AL$45.0M · 0.02%
Garrison, Inc. AL$28.3M · 0.32%
Ps Logistics, LLC AL$26.7M · 0.92%
Civil Air Patrol AL$18.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630419836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.