Plan Snapshot
- Plan Sponsor: Cobalt Civil, LLC
- Sponsor EIN: 824708238
- Sponsor Address: P.O. BOX 406, WINCHESTER, IN, 47394
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 79 | $2.7M | $141,159 | $395,920 |
| 2023 | 101 | $2.6M | $158,026 | $398,650 |
| 2022 | 81 | $1.8M | $129,076 | $377,933 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $1,240 | $29,660 | $30,900 |
| WHITINGER & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITINGER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,900
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 |
|---|---|---|---|---|---|
| 2025 | $1,269 | — | $1,269 | — | — |
| 2024 | $4,312 | — | $4,312 | — | — |
| 2023 | $16,790 | — | $16,790 | — | — |
| 2022 | $13,450 | — | — | — | — |