Plan Snapshot
- Plan Sponsor: Cosm INC.
- Sponsor EIN: 844733652
- Sponsor Address: 4143 MAPLE AVE STE 400, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 820
- Total Assets: $49.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 820 | $49.4M | $2.2M | $3.3M |
| 2023 | 252 | $43.6M | $1.5M | $2.3M |
| 2022 | 197 | $37.0M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $62,303 | — | $62,303 |
| SAGE VIEW ADVISORY GROUP | NONE | $41,345 | — | $41,345 |
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SAGE VIEW ADVISORY GROUP — NONE
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,648
- Estimated Expense Ratio: 0.210% 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 | $103,198 | — | — | — | — |
| 2023 | $35,968 | — | — | — | — |
| 2022 | $32,051 | — | — | — | — |