# Cogency Global, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cogency-global-inc-401k-plan

> Cogency Global, INC.'s 401(k) plan: 452 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/commonwealth-financial-network) — REG INV ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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