Plan Snapshot
- Plan Sponsor: Cobalt Enterprises, LLC
- Sponsor EIN: 201376830
- Sponsor Address: 17301 51ST AVE NE, ARLINGTON, WA, 98223
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $4.3M
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. |
|---|---|---|---|---|
| 2024 | 130 | $4.3M | $196,522 | $402,839 |
| 2023 | 119 | $3.7M | $182,667 | $373,608 |
| 2022 | 117 | $2.8M | $167,000 | $345,828 |
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 |
|---|---|---|---|---|
| HAGEN KURTH PERMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAGEN KURTH PERMAN — Auditor
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 | $4,233 | $1,773 | — | — | — |
| 2023 | $4,075 | $1,855 | $2,220 | — | — |
| 2022 | $3,668 | $1,478 | $2,190 | — | — |