Plan Snapshot
- Plan Sponsor: Cognosante, LLC
- Sponsor EIN: 680121468
- Sponsor Address: 3110 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA, 22042
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 943
- Total Assets: $666,312
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 943 | $666,312 | $9.9M | $5.8M |
| 2023 | 1,105 | $1.7M | $10.1M | $5.6M |
| 2022 | 968 | $536,004 | $9.4M | $5.0M |
| 2021 | 880 | $1.7M | $9.2M | $4.7M |
| 2020 | 677 | $1.5M | $6.1M | $3.3M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC | Other Service Provider | $948,640 | — | $948,640 |
| BSA INC DBA GSA NATIONAL | Other Service Provider | $287,706 | — | $287,706 |
| PRUDENTIAL INS CO OF AMERICA | Recordkeeper | $83,882 | — | $83,882 |
| OPTUM BANK | Other Service Provider | $17,061 | — | $17,061 |
| WEX INC | ERISA Attorney | $16,548 | — | $16,548 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INS CO OF AMERICA — Recordkeeper
- WEX INC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,353,837
- Estimated Expense Ratio: 203.184% 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 | $3,096,547 | — | $2,808,841 | — | — |
| 2023 | $2,669,858 | — | $2,377,154 | — | — |
| 2022 | $2,311,427 | — | $2,033,698 | — | $272,767 |
| 2021 | $2,729,042 | — | $2,424,837 | $11,286 | — |
| 2020 | $2,246,165 | — | $1,938,608 | — | — |