# Cobalt Ventures, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cobalt-ventures-llc-401k-plan

> Cobalt Ventures, LLC's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cobalt Ventures, LLC

- **Sponsor EIN:** 451059466

- **Sponsor Address:** 10740 NALL AVENUE, OVERLAND PARK, KS, 66211

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

- **Total Participants:** 231

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|231|$10.4M|$379,087|$672,292|

| 2023|278|$9.4M|$359,301|$644,900|

| 2022|225|$7.9M|$262,233|$452,992|

## 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|

| MARR AND COMPANY, PC|Auditor|$9,250|—|$9,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,250

- **Estimated Expense Ratio:** 0.089% of plan assets

### 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|$74,840|$23,712|$41,878|$9,250|—|

| 2023|$69,192|$23,017|$37,425|$8,750|—|

| 2022|$61,322|$23,916|$37,406|—|—|

## Similar Plans

- [Farmers Alliance Mutual Insurance Company](https://planprovider.pro/companies/farmers-alliance-mutual-insurance-company-401k-plan) — 246 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cobalt-ventures-llc-401k-plan)

© 2026 PlanProvider.Pro