# Cobalt Benefits Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cobalt-benefits-group-llc-401k-plan

> Cobalt Benefits Group, LLC's 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cobalt Benefits Group, LLC

- **Sponsor EIN:** 271516730

- **Sponsor Address:** PO BOX 2365, SO. BURLINGTON, VT, 05407

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

- **Total Participants:** 218

- **Total Assets:** $20.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|218|$20.9M|$1.2M|$1.2M|

| 2023|191|$18.9M|$996,027|$1.1M|

| 2022|179|$15.2M|$912,982|$983,673|

## 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|

| BAKER NEWMAN AND NOYES|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|$11,173|$11,498|—|—|—|

| 2023|$33,483|—|—|—|—|

| 2022|$37,888|—|—|—|—|

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