Plan Ledger DOL Form 5500 · updated monthly

The Coats Company, LLC401(k)

THE COATS COMPANY RETIREMENT SAVINGS PLAN · LA VERGNE, TN · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

The Coats Company, LLC reported $19,675 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,474 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 463rd-largest of 1,496 plans among Tennessee employers on file, and the 5,014th of 13,661 in manufacturing. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,791,032
Participants with balances264
Active participants227
Employer contributions$561,596
Employee contributions$739,503
Employer contribution per active participant$2,474
Average account balance$97,693
Benefits paid to participants$1,413,292
AuditorLBMC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,357
Investment management$5,318
Total administrative$19,675
The The Coats Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,474
Median for plans this size$2,416

The Coats Company, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,357
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,318

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

Administrative cost history1
2024$19,675 · 0.08%
All plans at this employer2
THE COATS COMPANY RETIREMENT SAVINGS PLAN401(k)
THE COATS COMPANY UNION RETIREMENT SAVINGS PLAN401(k)
Same employer
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Sl America Corporation TN$27.6M · 0.14%
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Crown Laboratories,Inc. TN$27.1M · 0.12%
True Temper Sports, Inc. TN$26.4M · 0.27%
Crown Bakeries, LLC TN$25.2M · 0.63%
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Jpw Industries, Inc. TN$24.8M · 0.56%
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Source: U.S. Department of Labor, Form 5500 series, EIN 872939977 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.