Plan Snapshot
- Plan Sponsor: Kogok Corporation
- Sponsor EIN: 521937918
- Sponsor Address: 201 COMMERCE DRIVE, UPPER MARLBORO, MD, 20744
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $19.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 328 | $19.7M | $1.7M | $583,223 |
| 2023 | 356 | $16.4M | $1.2M | $525,391 |
| 2022 | 339 | $13.2M | $1.3M | $513,240 |
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 PINNACLE FINANCIAL GROUP | INVESTMENT ADVISOR | $32,637 | — | $32,637 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $31,320 | — | $31,320 |
| UNITED BENEFIT PENSIONS INC | CONTRACT ADMIN | $18,095 | — | $18,095 |
| BOD USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOD USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,052
- Estimated Expense Ratio: 0.416% 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 | $73,102 | — | — | — | — |
| 2023 | $64,383 | — | — | — | — |
| 2022 | $70,074 | — | — | — | — |