# Coje, LLC D/B/A Coje Management Group 401(k) Plan
Source: https://planprovider.pro/companies/coje-llc-d-b-a-coje-management-group-plan

> Coje, LLC D/B/A Coje Management Group's 401(k) plan: 759 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/vestwell-llc) — RECORDKEEPER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|—|—|—|

## Similar Plans

- [Urc, LLC](https://planprovider.pro/companies/urc-llc-401k-plan) — 501 participants

- [New England Authentic Eats LLC](https://planprovider.pro/companies/new-england-authentic-eats-llc-401k-plan) — 1,066 participants

- [Chateau Restaurant Of Waltham, INC](https://planprovider.pro/companies/chateau-restaurant-of-waltham-inc-401k-plan) — 360 participants

- [Lafrance Brothers, INC.](https://planprovider.pro/companies/lafrance-brothers-inc-401k-plan) — 351 participants

- [Pr Management, Corp.](https://planprovider.pro/companies/pr-management-corp-401k-plan) — 1,331 participants

- [Ngp Management, LLC](https://planprovider.pro/companies/ngp-management-llc-401k-plan) — 1,533 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/coje-llc-d-b-a-coje-management-group-plan)

© 2026 PlanProvider.Pro