Plan5500

Cust-O-Fab 401(K) Plan — Form 5500 plan (Cof Aggregate Holdings, Inc)

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, Cust-O-Fab 401(K) Plan is a benefit plan reported by Cof Aggregate Holdings, Inc under EIN 47-1402421 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,383 participants and $24,209,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cof Aggregate Holdings, Inc
EIN
47-1402421
Plan number
001
Plan type
2
Location
Sand Springs, OK
Latest filing year
2023
Participants
1,383
End-of-year plan assets
$24,209,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,383H, C20240924042726NAL0004488147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,209,799
Total liabilities (EOY)
$0
Net assets (EOY)
$24,209,799
Net assets (BOY)
$19,971,890

Income & contributions

Employer contributions
$746,781
Participant contributions
$2,090,938
Total contributions
$2,848,676
Total income / additions
$6,315,304

Expenses & distributions

Benefits paid
$1,951,894
Administrative expenses
$125,501
Total expenses
$2,077,395
Net increase / (decrease)
$4,237,909

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit Services, Inc.SERVICE PROVIDER$0$40,0002023
Ascensus Holdings, LLCTHIRD PARTY ADMIN$0$10,7452023
Morningstar Investment ManagementINVESTMENT ADVISORY PPTS$1,173$02023
Voya Retirement InsuranceINVESTMENT ADVISORY PPTS$1,173$02023

Related Form 5500 pages