Plan Ledger DOL Form 5500 · updated monthly

Cogir Management USA, Inc.401(k)

COGIR MANAGEMENT USA, INC. 401(K) PLAN · ROSEVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
1.23%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Cogir Management USA, Inc. reported $131,295 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $279 per active participant. 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 2 years on file its reported administrative ratio rose from 0.49% to 1.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,235th-largest of 9,483 plans among California employers on file, and the 4,320th of 11,911 in health care & social assistance. In 2024, employees put in $4.80 for every $1.00 the employer contributed; active participation has grown from 1,202 to 3,279 since 2022.

Plan summary
Net assets, end of year$15,951,914
Participants with balances3,118
Active participants3,279
Employer contributions$914,745
Employee contributions$4,386,787
Employer contribution per active participant$279
Average account balance$5,116
Benefits paid to participants$1,516,230
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 3,118 accts · $915K emplr
2023$5.4M · 669 accts · $233K emplr
2022$2.1M · 342 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,867
Investment management$8,428
Total administrative$131,295
The Cogir Management USA, Inc. 401(k) match · 2024
Employer contribution per active participant$279
Median for plans this size$2,416
2024$279 per active participant
2023$148 per active participant
2022$89 per active participant

Cogir Management USA, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Investment advisory (participants)$118,128
MMA SECURITIES LLC · Investment advisory (plan)$8,428

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

Recordkeeper by year2
2024ADP
2023ADP, MMA SECURITIES, LLC

This plan has changed recordkeepers within these filings. If you left Cogir Management USA, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$131,295 · 1.23%
2023$21,962 · 0.59%
2022$8,371 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · California
Orthowest CA$16.2M · 0.16%
Kidango, Inc. CA$16.2M · 0.01%
Careonsite Management, Inc. CA$15.9M · 0.54%
Self Help for the Elderly CA$15.9M · 0.01%
Wayfinder Family Services CA$15.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352639482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.