# Cohesity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cohesity-inc-401k-plan

> Cohesity, INC.'s 401(k) plan: 2,153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FRANK, RIMERMAN, CO, LLP](https://planprovider.pro/provider/frank-rimerman-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cohesity-inc-401k-plan)

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