Plan Snapshot
- Plan Sponsor: Cosmos Club
- Sponsor EIN: 530052500
- Sponsor Address: 2121 MASSACHUSETTS AVENUE NW, WASHINGTON, DC, 20008
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $15.4M
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 | 152 | $15.4M | $576,084 | $447,004 |
| 2023 | 126 | $12.9M | $550,395 | $430,841 |
| 2022 | 112 | $10.2M | $427,412 | $376,265 |
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 |
|---|---|---|---|---|
| PBMARES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES — 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 | $35,263 | $13,685 | $21,578 | — | — |
| 2023 | $36,957 | $10,779 | $19,078 | $7,100 | — |
| 2022 | $33,693 | $10,750 | $19,543 | — | $3,400 |