# Cog Marketers, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/cog-marketers-ltd-401k-plan

> Cog Marketers, Ltd's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cog Marketers, Ltd

- **Sponsor EIN:** 382470646

- **Sponsor Address:** 3055 WEST M-21, ST. JOHNS, MI, 48879

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

- **Total Participants:** 133

- **Total Assets:** $24.5M

## 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|133|$24.5M|$932,627|$1.3M|

| 2023|124|$20.9M|$679,986|$1.1M|

| 2022|118|$18.8M|$695,592|$1.1M|

## 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|

| LPL FINANCIAL, LLC|INVESTMENT ADVISOR|$9,000|—|$9,000|

| MANER COSTERISAN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MANER COSTERISAN](https://planprovider.pro/provider/maner-costerisan-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,000

- **Estimated Expense Ratio:** 0.037% 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|$11,065|$9,000|—|—|—|

| 2023|$23,732|$12,000|—|—|—|

| 2022|$21,632|—|$21,632|—|—|

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