Plan Ledger DOL Form 5500 · updated monthly

Cogstate, Inc.401(k)

COGSTATE, INC. 401(K) PLAN · NEW HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Cogstate, Inc. reported $44,200 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,645 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 0.03% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (703rd of 1,106), and 7,415th of 11,654 in professional & technical services. In 2024, employees put in $2.78 for every $1.00 the employer contributed; active participation has shrunk from 142 to 108 since 2022.

Plan summary
Net assets, end of year$11,917,239
Participants with balances155
Active participants108
Employer contributions$393,674
Employee contributions$1,095,696
Employer contribution per active participant$3,645
Average account balance$76,885
Benefits paid to participants$950,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 155 accts · $394K emplr
2023$9.9M · 168 accts · $394K emplr
2022$7.8M · 184 accts · $374K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,200
Total administrative$44,200
The Cogstate, Inc. 401(k) match · 2024
Employer contribution per active participant$3,645
Median for plans this size$2,416
2024$3,645 per active participant
2023$3,364 per active participant
2022$2,634 per active participant

Cogstate, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
THE PATRIOT FINANCIAL GROUP · Investment management$31,632

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

Administrative cost history3
2024$44,200 · 0.41%
2023$14,241 · 0.16%
2022$2,590 · 0.03%
Same employer
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Inspira Marketing Group LLC CT$13.6M · 0.19%
Quantum-Si Incorporated CT$13.1M · 0.58%
Carter Mario P.C. CT$11.9M · 0.35%
Media Storm LLC CT$11.2M · 0.53%
Sssh 3, Inc CT$11.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980503038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.