Retirement plan

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COULEECAP, INC.

Name: COULEECAP, INC. - 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COULEECAP, INC. (2024) Form 5500
Creator: COULEECAP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COULEECAP, INC., COULEECAP, INC.

COULEECAP, INC.EIN 39-1077614Plan #003PY 2024

201 MELBY STREET - WESTBY, WI 54667608-424-4836couleecap.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

No prior year

Total participants

No prior year

Average account balance

$67,126

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$181K

$3064 / participant

Other / not subdivided$181K100.0%

% of EOY assets

3.325%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,126

$81,358-17.5%

$155,556-56.8%

$80,959-17.1%

Participation rate

88.1%

66.3%+21.9pp

78.2%+9.9pp

67.7%+20.5pp

Annual return

0.00%

33.39%-33.4pp

64.84%-64.8pp

35.67%-35.7pp

Employer contribution / active EE

$2,725

$3,106-12.3%

$4,675-41.7%

$2,757-1.1%

Participant deferral / active EE

$3,122

$3,455-9.6%

$5,631-44.5%

$4,300-27.4%

Admin fee / account holder

$2,232

$7,994-72.1%

$15,885-86.0%

$6,925-67.8%

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COULEECAP, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COULEECAP, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion