# Cogentrix Energy Power Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cogentrix-energy-power-management-llc-401k-plan

> Cogentrix Energy Power Management, LLC's 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cogentrix Energy Power Management, LLC

- **Sponsor EIN:** 460647218

- **Sponsor Address:** 13860 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC, 28277

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

- **Total Participants:** 338

- **Total Assets:** $143.5M

## 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|338|$143.5M|$5.1M|$5.1M|

| 2023|372|$130.7M|$5.0M|$5.2M|

| 2022|382|$112.3M|$5.0M|$5.0M|

## 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|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR FEE|$90,663|—|$90,663|

| SCHWAB RETIREMENT PLAN SERVICES,INC|RECORDKEEPING FEE|$69,485|—|$69,485|

| GREERWALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPING FEE

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,148

- **Estimated Expense Ratio:** 0.112% 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|$160,148|$90,663|—|—|—|

| 2023|$200,477|$105,000|—|—|—|

| 2022|$119,227|$15,000|—|—|—|

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