Plan Snapshot
- Plan Sponsor: Cosmo International Corp
- Sponsor EIN: 650657389
- Sponsor Address: 1341 W NEWPORT CENTER DR, DEERFIELD BEACH, FL, 334427734
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $22.8M
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 | 143 | $22.8M | $799,391 | $1.1M |
| 2023 | 139 | $20.3M | $695,510 | $976,419 |
| 2022 | 127 | $17.0M | $586,354 | $789,414 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | Auditor | — | — | $0 |
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 | $40,404 | $32,284 | $7,260 | — | — |
| 2023 | $30,407 | $26,974 | $2,573 | — | — |
| 2022 | $29,707 | $18,553 | $11,154 | — | — |