Plan Snapshot
- Plan Sponsor: Coforge Limited
- Sponsor EIN: 200871709
- Sponsor Address: 502 CARNEGIE CENTER DRIVE, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Total Participants: 1,414
- Total Assets: $99.4M
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 | 1,414 | $99.4M | $2.7M | $9.3M |
| 2023 | 1,095 | $82.4M | $2.7M | $9.1M |
| 2022 | 939 | $67.5M | $2.9M | $8.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $134,285 | — | $134,285 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $56,000 | — | $56,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $29,767 | — | $29,767 |
| KNAV CPA LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- KNAV CPA LLP. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,052
- Estimated Expense Ratio: 0.221% 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 | $220,052 | $86,367 | — | — | — |
| 2023 | $184,803 | $77,736 | — | — | — |
| 2022 | $178,612 | $18,230 | — | — | — |