# The Cogar Group, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/the-cogar-group-ltd-202563646-501

> The Cogar Group, Ltd's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Cogar Group, Ltd

- **Sponsor EIN:** 202563646

- **Sponsor Address:** 1528 S. EL CAMINO REAL, SUITE 407, SAN MATEO, CA, 94402

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

- **Plan Number:** 501

- **Total Participants:** 155

- **Total Assets:** $292,217

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|155|$292,217|$1.3M|$43,416|

| 2023|179|$297,963|$1.4M|$45,015|

| 2022|0|$226,674|$812,989|$0|

## 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|

| FCE BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$153,782|$6,980|$160,762|

| CIGNA HEALTH AND LIFE INSURANCE COM|Other Service Provider|$26,598|—|$26,598|

| FIDUCIARY PLAN MGMT SERVICES, INC.|Other Service Provider|$24,802|—|$24,802|

| INEICH & COMPANY, LLP|Auditor|$24,000|—|$24,000|

| ARMFIELD HARRISON & THOMAS LLC|Other Service Provider|$22,886|—|$22,886|

| UNITED WORKERS WELLNESS|Other Service Provider|$5,953|—|$5,953|

### Verified Provider Profiles

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

- [INEICH & COMPANY, LLP](https://planprovider.pro/provider/ineich-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $265,001

- **Estimated Expense Ratio:** 90.686% 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|$237,234|—|$153,782|$24,000|—|

| 2023|$229,491|—|$174,409|—|—|

| 2022|$651,656|—|—|—|—|

## Similar Plans

- [Universal Services Of America, LP](https://planprovider.pro/companies/universal-services-of-america-l-p-401k-plan) — 226,026 participants

- [Universal Services Of America, LP](https://planprovider.pro/companies/universal-services-of-america-lp-611790568-502) — 171,179 participants

- [Peace Officers Research Assoc Of Ca](https://planprovider.pro/companies/peace-officers-research-assoc-of-ca-237077256-501) — 149,996 participants

- [Securitas Security Services Usa, In](https://planprovider.pro/companies/securitas-security-services-usa-in-401k-plan) — 76,740 participants

- [Securitas Security Services Usa INC](https://planprovider.pro/companies/securitas-security-services-usa-inc-710912217-502) — 72,879 participants

- [Contemporary Services Corporation](https://planprovider.pro/companies/contemporary-services-corporation-401k-plan) — 4,169 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-cogar-group-ltd-202563646-501)

© 2026 PlanProvider.Pro