Plan Ledger DOL Form 5500 · updated monthly

Coughlin Company401(k)

COUGHLIN COMPANY/MIDSTATE 401K PLAN · ST GEORGE, UT · plan year 2022

Reported admin expense ratio · 2022
0.73%

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

Coughlin Company reported $50,010 in plan administrative expenses for 2022: 0.73% of average plan assets, above the peer median. Employer contributions averaged $1,732 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Utah (546th of 848), and 10,306th of 13,661 in manufacturing. In 2022, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,743,223
Participants with balances122
Active participants173
Employer contributions$299,578
Employee contributions$584,437
Employer contribution per active participant$1,732
Average account balance$55,272
Benefits paid to participants$384,250
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,462
Total administrative$50,010
The Coughlin Company 401(k) match · 2022
Employer contribution per active participant$1,732
Median for plans this size$1,114

Coughlin Company's 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$50,010 · 0.73%
Similar plansManufacturing · Utah
Casper's Ice Cream, LLC UT$8.3M · 0.96%
Scientia Vascular Inc UT$7.3M · 0.58%
Enve Composites, LLC UT$7.2M · 0.00%
Great Basin Industrial UT$6.7M · 1.44%
Co-Diagnostics, Inc. UT$6.5M · 0.01%
Csb Nutrition Corporation UT$6.4M · 0.82%
Snugz USA UT$6.0M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870350245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.