# Cogo Labs 401(k) Plan
Source: https://planprovider.pro/companies/cogo-labs-401k-plan

> Cogo Labs&#39;s 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MILLER WACHMAN LLP](https://planprovider.pro/provider/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|—|—|—|—|

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