Plan Snapshot
- Plan Sponsor: Cogo Labs
- Sponsor EIN: 203111576
- Sponsor Address: ONE KENDALL SQUARE, CAMBRIDGE, MA, 02139
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $6.5M
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 | 16 | $6.5M | $20,875 | $181,052 |
| 2023 | 18 | $6.5M | $53,499 | $267,825 |
| 2022 | 27 | $7.0M | $83,339 | $704,345 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,681 | — | $12,681 |
| MILLER WACHMAN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MILLER WACHMAN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,681
- Estimated Expense Ratio: 0.194% 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 | $12,681 | — | — | — | — |
| 2023 | $10,967 | — | — | — | — |
| 2022 | $9,711 | — | — | — | — |