Coorstek LLC Savings And Investment Plan — Form 5500 plan (Coorstek LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Coorstek LLC Savings And Investment Plan is a benefit plan reported by Coorstek LLC under EIN 46-4089941 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,840 participants and $319,701,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coorstek LLC
- EIN
- 46-4089941
- Plan number
- 002
- Plan type
- 2
- Location
- Golden, CO
- Latest filing year
- 2023
- Participants
- 4,840
- End-of-year plan assets
- $319,701,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,840 | H, C | 20241015141613NAL0014812195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $319,701,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $319,701,385
- Net assets (BOY)
- $292,653,406
Income & contributions
- Employer contributions
- $10,946,197
- Participant contributions
- $16,299,718
- Total contributions
- $29,625,157
- Total income / additions
- $76,520,369
Expenses & distributions
- Benefits paid
- $48,929,298
- Administrative expenses
- $510,421
- Total expenses
- $49,472,390
- Net increase / (decrease)
- $27,047,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $192,652 | $0 | 2023 |
| Towers Watson Investment Services, | INVESTMENT ADVISOR | $166,756 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $102,848 | not reported in the loaded dataset | 2023 |
| Singer Lewak | ACCOUNTANT/AUDITOR | $27,850 | not reported in the loaded dataset | 2023 |
| Wtw Investment Management Consulti | CONSULTANT | $22,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coorstek LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Golden, CO
- Fidelity Investments Institutional — Schedule C compensation
- Towers Watson Investment Services, — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Singer Lewak — Schedule C compensation
- Wtw Investment Management Consulti — Schedule C compensation