Plan Snapshot
- Plan Sponsor: Coje, LLC D/B/A Coje Management Group
- Sponsor EIN: 453526597
- Sponsor Address: 76 SUMMER STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 759
- Total Assets: $3.4M
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 | 759 | $3.4M | $323,738 | $1.2M |
| 2023 | 908 | $2.3M | $357,871 | $1.1M |
| 2022 | 474 | $772,761 | $195,938 | $594,720 |
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 |
|---|---|---|---|---|
| VESTWELL | RECORDKEEPER | $104,779 | — | $104,779 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VESTWELL — RECORDKEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,779
- Estimated Expense Ratio: 3.038% 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 | $118,281 | $13,503 | $81,823 | — | — |
| 2023 | $60,915 | $6,657 | $41,143 | — | — |
| 2022 | — | — | — | — | — |