Plan Ledger DOL Form 5500 · updated monthly

Cosm Inc.401(k)

COSM INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Cosm Inc. reported $103,198 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,719 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 0.08% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,069th-largest of 5,688 plans among Texas employers on file, and the 3,181st of 13,661 in manufacturing. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 197 to 820 since 2022.

Plan summary
Net assets, end of year$49,402,141
Participants with balances965
Active participants820
Employer contributions$2,229,276
Employee contributions$3,314,620
Employer contribution per active participant$2,719
Average account balance$51,194
Benefits paid to participants$6,336,554
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$49.4M · 965 accts · $2.2M emplr
2023$43.6M · 363 accts · $1.5M emplr
2022$37.0M · 309 accts · $1.1M emplr
The Cosm Inc. 401(k) match · 2024
Employer contribution per active participant$2,719
Median for plans this size$2,416
2024$2,719 per active participant
2023$5,980 per active participant
2022$5,471 per active participant

Cosm 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 VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$62,303
SAGE VIEW ADVISORY GROUP · Investment advisory (plan)$41,345

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$103,198 · 0.22%
2023$35,968 · 0.09%
2022$32,051 · 0.08%
Similar plansManufacturing · Texas
Alamo Cement Company TX$50.7M · 0.19%
Mueller Inc TX$50.0M · 0.23%
Fagron Holding USA LLC TX$49.9M · 0.61%
Relevant Solutions LLC TX$49.4M · 0.09%
Aer Manufacturing, L.P. TX$48.9M · 0.11%
X-Fab Texas, Inc. TX$48.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844733652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.