Plan Snapshot
- Plan Sponsor: Cogito Corporation, INC.
- Sponsor EIN: 205612740
- Sponsor Address: 75 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 84
- Total Assets: $9.4M
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. |
|---|---|---|---|---|
| 2023 | 84 | $9.4M | $312,397 | $1.4M |
| 2022 | 124 | $7.9M | $316,742 | $1.6M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | Recordkeeper | $8,537 | — | $8,537 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,537
- Estimated Expense Ratio: 0.091% 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 |
|---|---|---|---|---|---|
| 2023 | $15,732 | $3,241 | — | — | — |
| 2022 | $12,594 | $4,261 | $8,123 | — | — |