# Cohere Health, INC 401(k) Plan
Source: https://planprovider.pro/companies/cohere-health-inc-401k-plan

> Cohere Health, INC's 401(k) plan: 745 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cohere Health, INC

- **Sponsor EIN:** 842393515

- **Sponsor Address:** 239 CAUSEWAY ST STE 200, BOSTON, MA, 021142130

- **Plan Type:** 401(k)

- **Total Participants:** 745

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|745|$17.3M|$753,250|$4.4M|

| 2023|720|$11.1M|$1.1M|$3.4M|

| 2022|587|$5.2M|$658,877|$2.4M|

## 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|

| AAFCPAS, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$98,843|$34,824|$64,019|—|—|

| 2023|$80,920|$21,960|$58,960|—|—|

| 2022|$45,861|—|$45,861|—|—|

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