# C. Cowles & Company 401(k) Plan
Source: https://planprovider.pro/companies/c-cowles-company-401k-plan

> C. Cowles & Company's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C. Cowles & Company

- **Sponsor EIN:** 060309660

- **Sponsor Address:** 126 BAILEY RD, NORTH HAVEN, CT, 06473

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|105|$9.6M|$129,428|$533,574|

| 2023|112|$8.4M|$110,352|$471,801|

| 2022|112|$7.9M|$125,663|$529,027|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$29,145|$19,260|—|—|—|

| 2023|$28,000|$20,338|—|—|—|

| 2022|$29,398|$22,440|$6,958|—|—|

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