Coats 401(k) match, vesting and fees
What Coats' 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 | Lbmc | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Coats: employer contribution per participant | $2,127 | |
| Peer median | $1,847 |
| Coats: average balance | $97,693 | |
| Peer median | $65,512 |
| Coats: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $25.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 278 | $25.8M | $562K | $2,127 | 0.15% | Not published | Form 5500 ↗ |
Other Coats plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Coats Company Union Retirement Savings 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lbmc | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Coats match 401(k) contributions?
The match terms for the The Coats Company Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $562K in employer contributions, about $2,127 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coats 401(k) match vested?
The vesting schedule for the The Coats Company Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coats 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Coats Company, LLC.
I left Coats. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Coats Company, LLC) or the recordkeeper, Fidelity Investments Institutional. The Coats old 401(k) page lists the contacts from every plan filing. Find an old Coats 401(k)
Data from the public Form 5500 annual reports Coats filed with the U.S. Department of Labor (plan years 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 Coats. Not financial advice. Report a correction · Methodology