# The Cabot Group As Agent 401(k) Plan
Source: https://planprovider.pro/companies/the-cabot-group-as-agent-401k-plan

> The Cabot Group As Agent's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Cabot Group As Agent

- **Sponsor EIN:** 160984062

- **Sponsor Address:** 130 LINDEN OAKS STE A, ROCHESTER, NY, 146252834

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $8.3M

## 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|137|$8.3M|$141,066|$522,187|

| 2023|116|$7.7M|$121,039|$454,139|

| 2022|100|$6.1M|$99,851|$375,819|

## 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 BONADIO GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE BONADIO GROUP](https://planprovider.pro/provider/bonadio-and-co-llp) — 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|$34,841|$19,343|$13,791|—|—|

| 2023|$32,482|$16,485|$10,800|—|—|

| 2022|$27,301|$17,290|$10,011|—|—|

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