Plan Snapshot
- Plan Sponsor: Cohesity, INC.
- Sponsor EIN: 463052057
- Sponsor Address: 300 PARK AVE, SAN JOSE, CA, 95110
- Plan Type: 401(k)
- Total Participants: 2,153
- Total Assets: $142.7M
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 | 2,153 | $142.7M | $0 | $20.8M |
| 2023 | 1,189 | $109.5M | $4.0M | $19.1M |
| 2022 | 1,419 | $76.5M | $3,401 | $17.9M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | CONSULTANT | $37,345 | — | $37,345 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,640 | — | $23,640 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,994 | — | $8,994 |
| FRANK, RIMERMAN, CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — CONSULTANT
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FRANK, RIMERMAN, CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,979
- Estimated Expense Ratio: 0.049% 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 | $69,979 | $8,994 | — | — | — |
| 2023 | $13,990 | $128 | — | — | — |
| 2022 | $15,245 | — | $15,245 | — | — |