Plan Snapshot
- Plan Sponsor: Cogency Global, INC.
- Sponsor EIN: 133246732
- Sponsor Address: 122 E 42ND STREET, NEW YORK, NY, 10168
- Plan Type: 401(k)
- Total Participants: 452
- Total Assets: $48.2M
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. |
|---|---|---|---|---|
| 2025 | 452 | $48.2M | $0 | $0 |
| 2024 | 377 | $40.3M | $1.4M | $2.3M |
| 2023 | 357 | $34.6M | $1.3M | $2.1M |
| 2022 | 297 | $26.7M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | REG INV ADVISOR | $96,301 | — | $96,301 |
| EMPOWER LIFE & ANNUITY INSURANCE | RECORDKEEPER | $34,177 | — | $34,177 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $17,213 | — | $17,213 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — REG INV ADVISOR
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,691
- Estimated Expense Ratio: 0.307% 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 |
|---|---|---|---|---|---|
| 2025 | $147,781 | — | — | — | — |
| 2024 | $133,325 | — | — | — | — |
| 2023 | $115,700 | — | — | — | — |
| 2022 | $118,545 | $118,545 | — | — | — |