Coe Distributing 401(k) match, vesting and fees
What Coe Distributing'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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Sisterson & Co 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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Coe Distributing: employer contribution per participant | $5,165 | |
| Peer median | $1,988 |
| Coe Distributing: average balance | $55,164 | |
| Peer median | $75,431 |
| Coe Distributing: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.31% |
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 $6.7M at the end of plan year 2021 to $7.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 140 | $7.7M | $723K | $5,165 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 135 | $6.2M | $624K | $4,623 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 129 | $4.6M | $520K | $4,031 | 0.04% | Not published | 5500-SF ↗ |
| 2021 | 115 | $6.7M | $532K | $4,628 | 0.03% | Not published | 5500-SF ↗ |
Other Coe Distributing plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Coe Distributing Employee Stock Ownership 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.
| Independent auditor | Sisterson & Co LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Coe Distributing Cash Balance Pension 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.
| Independent auditor | Sisterson & Co LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Coe Distributing match 401(k) contributions?
The match terms for the Coe Distributing 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $723K in employer contributions, about $5,165 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Coe Distributing 401(k) match vested?
The vesting schedule for the Coe Distributing 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Coe Distributing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Jmjs, Inc. DBA Coe Distributing.
I left Coe Distributing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jmjs, Inc. DBA Coe Distributing, (724) 437-8202) or the recordkeeper, Capital Group Retirement Plan Servi. The Coe Distributing old 401(k) page lists the contacts from every plan filing. Find an old Coe Distributing 401(k)
Data from the public Form 5500 annual reports Coe Distributing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Coe Distributing. Not financial advice. Report a correction · Methodology