Plan Snapshot
- Plan Sponsor: Cofense INC.
- Sponsor EIN: 274515022
- Sponsor Address: 44679 ENDICOTT DRIVE, ASHBURN, VA, 20147
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $27.6M
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 | 177 | $27.6M | $690,994 | $1.9M |
| 2023 | 189 | $24.1M | $812,862 | $2.1M |
| 2022 | 293 | $20.9M | $1.0M | $2.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $23,083 | — | $23,083 |
| FIDUCIARY WEALTH MANAGEMENT | NONE | $18,750 | — | $18,750 |
| WORLD INVESTMENT ADVISORS | NONE | $6,250 | — | $6,250 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- COHNREZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,083
- Estimated Expense Ratio: 0.174% 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 | $48,083 | $25,000 | $23,083 | — | — |
| 2023 | $54,201 | $25,000 | $29,201 | — | — |
| 2022 | $39,662 | $25,000 | $14,662 | — | — |