Plan Ledger DOL Form 5500 · updated monthly

Cobec Consulting, Inc.ESOP

COBEC CONSULTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN · WASHINGTON, DC · plan year 2025

Reported admin expense ratio · 2025
1.13%

Cobec Consulting, Inc. reported $16,627 in plan administrative expenses for 2025: 1.13% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 1.83% to 1.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (585th of 618), and 11,065th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,478,901
Participants with balances120
Active participants84
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$12,324
Benefits paid to participants$21,919
Plan auditUnmodified (clean) audit opinion
AuditorECP ACCOUNTING, INC.
Plan history4
Yearassets · accounts · employer contribution
2025$1.5M · 120 accts
2024$1.5M · 122 accts · $125K emplr
2023$1.3M · 112 accts · $232K emplr
2022$1.1M · 105 accts · $140K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$16,312
Total administrative$16,627
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
PRINCIPAL FINANCIAL GROUP · Plan administrator · Recordkeeping$16,312

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$16,627 · 1.13%
2024$18,780 · 1.34%
2023$33,832 · 2.77%
2022$19,387 · 1.83%
Similar plansProfessional & Technical Services · District of Columbia
Monument Academy Inc DC$2.2M · 1.35%
Enlightened Inc DC$1.8M · 2.41%
For Our Future DC$1.3M · 0.06%
Enovational Corp DC$1.3M · 0.12%
Cognition LLC DC$755K · 3.93%
Ft Management LLC DC$186K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260319209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.