Coach USA 401(k) match, vesting and fees
What Coach USA's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Coach USA: employer contribution per participant | $480 | |
| Peer median | $1,880 |
| Coach USA: average balance | $30,553 | |
| Peer median | $51,904 |
| Coach USA: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $85.7M at the end of plan year 2021 to $73.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,710 | $73.4M | $1.2M | $480 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 3,227 | $75.7M | $2.3M | $929 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 2,912 | $69M | $1.8M | $989 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 1,150 | $85.7M | $488K | $2,490 | 0.27% | Not published | Form 5500 ↗ |
Other Coach USA plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Coach USA, Inc. Represented Employees 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Coach USA match 401(k) contributions?
The match terms for the Coach USA, Inc. 401(k) and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $480 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coach USA 401(k) match vested?
The vesting schedule for the Coach USA, Inc. 401(k) and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coach USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Coach USA, Inc..
I left Coach USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Coach USA, Inc., (201) 225-7500) or the recordkeeper, Fidelity Investments Institutional. The Coach USA old 401(k) page lists the contacts from every plan filing. Find an old Coach USA 401(k)
Data from the public Form 5500 annual reports Coach USA filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Coach USA. Not financial advice. Report a correction · Methodology