Plan Snapshot
- Plan Sponsor: Cogir Management Usa, INC.
- Sponsor EIN: 352639482
- Sponsor Address: 7047 E GREENWAY PKWY SUITE 350, SCOTTSDALE, AZ, 85254
- Plan Type: 401(k)
- Total Participants: 3,279
- Total Assets: $16.0M
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 | 3,279 | $16.0M | $914,745 | $4.4M |
| 2023 | 1,568 | $5.5M | $232,632 | $1.8M |
| 2022 | 1,202 | $2.1M | $107,081 | $944,780 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $118,128 | — | $118,128 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $8,428 | — | $8,428 |
| PW PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PW PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,556
- Estimated Expense Ratio: 0.793% 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 | $131,295 | $8,428 | — | — | — |
| 2023 | $21,962 | $8,590 | — | — | — |
| 2022 | $8,371 | — | — | — | — |