Back to filter
Original filing (PDF)20250927065522NAL0012741363001
COACHSOURCE LLC
Form 5500
FILING_RECEIVED
COACHSOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
451
Accounts w/ balance
300
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market Index Fund -" is 28% of plan.
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COACHSOURCE LLC.
Plan sponsor
Name
COACHSOURCE LLC
EIN
26-1191785
Address
673 DAKOTA TRL · FRANKLIN LAKES, NJ · 074171043
Phone
(626) 676-2353
Industry
Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEIHAUS CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | 61-1768371 | RICHMOND, VA | ADVISOR | $9K | — |
Investments
26 direct securities· $2.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund - | — | — | — | $813K | 28.1% | |
| Vanguard Total Bond Market Index Fund - | — | — | — | $301K | 10.4% | |
| Vanguard Total International Stock Index - | — | — | — | $267K | 9.2% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund - | — | — | — | $213K | 7.4% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund - | — | — | — | $182K | 6.3% | |
| Vanguard Real Estate Index Fund - | — | — | — | $141K | 4.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund - | — | — | — | $136K | 4.7% | |
| Vanguard Inflation-Protected Securities - | — | — | — | $112K | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund - | — | — | — | $109K | 3.8% | |
| Vanguard Small-Cap Index Fund - | — | — | — | $100K | 3.5% | |
| Vanguard Emerging Markets Stock Index - | — | — | — | $98K | 3.4% | |
| Franklin Templeton Global Bond Fund - | — | — | — | $96K | 3.3% | |
| Fidelity Government Money Market Fund - | — | — | — | $93K | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund - | — | — | — | $79K | 2.7% | |
| Oakmark Fund Investor Class - | — | — | — | $57K | 2.0% | |
| Fidelity Select Materials Portfolio - | — | — | — | $23K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund - | — | — | — | $18K | 0.6% | |
| PIMCO Total Return Fund - | — | — | — | $12K | 0.4% | |
| Dimension Funds Emerging Markets Core Equity Portfolio - | — | — | — | $10K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund - | — | — | — | $9K | 0.3% | |
| Oakmark International Fund Investor Class - | — | — | — | $7K | 0.2% | |
| PIMCO Real Estate Real Return Strategy Fund - | — | — | — | $7K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund - | — | — | — | $5K | 0.2% | |
| Loomis Sayles Loomis Sayles Bond Fund - | — | — | — | $4K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund - | — | — | — | $3K | <0.1% | |
| PIMCO Income Fund - | — | — | — | $2K | <0.1% |
Related plans
Other plans using PAYCHEX, INC.
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND
$6.6B · 14,943 participants
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
$1.9B · 65,981 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
$1.2B · 2,817 participants
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND
I. A. T. S. E. NATIONAL PENSION FUND
$673.2M · 15,401 participants
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION NO. 19
$519.2M · 1,833 participants
Similar-size Professional & Technical Services plans
TIGHTEN CO.
TIGHTEN 401(K) PLAN
$2.9M · 10 participants
SPEND LOGISTICS, LLC
SPEND LOGISTICS, LLC CASH BALANCE PLAN
$2.9M · 1 participants
VERANT IDENTIFICATION SYSTEMS, INC.
VERANT IDENTIFICATION SYSTEMS, INC CASH BALANCE PLAN
$2.9M
PSN LABS, LLC
PSN LABS 401(K) RETIREMENT PLAN
$2.9M · 30 participants
MACKTEZ CORPORATION
MACKTEZ CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$2.9M · 17 participants
HFS FINANCIAL LLC
HFS FINANCIAL, LLC CASH BALANCE PLAN
$2.9M · 15 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants