Plan Snapshot
- Plan Sponsor: Cogito Corporation, INC.
- Sponsor EIN: 205612740
- Sponsor Address: 75 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $189,776 | $957,413 |
| 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 | $17,074 | — | $17,074 |
| AAFCPA'S, INC. | Auditor | $10,281 | — | $10,281 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,906 | — | $7,906 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES, INC. — RECORDKEEPER
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,261
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 | $48,523 | $23,770 | — | $10,281 | — |
| 2023 | $15,732 | $3,241 | — | — | — |
| 2022 | $12,594 | $4,261 | $8,123 | — | — |