Plan Snapshot
- Plan Sponsor: Cos Bar Usa, INC.
- Sponsor EIN: 841612343
- Sponsor Address: 500 WESTOVER DR., SANFORD, NC, 27330
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $3.1M
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 | 104 | $3.1M | $64,160 | $410,579 |
| 2023 | 109 | $2.4M | $62,294 | $376,560 |
| 2022 | 99 | $1.8M | $58,565 | $326,625 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 | $28,183 | — | $28,183 | — | — |
| 2023 | $24,066 | — | $24,066 | — | — |
| 2022 | $20,377 | — | $20,377 | — | — |