Plan Ledger DOL Form 5500 · updated monthly

Cosmo International Corp401(k)

COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST · DEERFIELD BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Cosmo International Corp reported $40,404 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $5,590 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 0.17% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,021st-largest of 3,644 plans among Florida employers on file, and the 949th of 3,341 in other services. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 127 to 143 since 2022.

Plan summary
Net assets, end of year$22,780,777
Participants with balances159
Active participants143
Employer contributions$799,391
Employee contributions$1,128,123
Employer contribution per active participant$5,590
Average account balance$143,275
Benefits paid to participants$2,167,743
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 159 accts · $799K emplr
2023$20.3M · 136 accts · $696K emplr
2022$17.0M · 146 accts · $586K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,260
Investment management$32,284
Trustee / custodial$860
Total administrative$40,404
The Cosmo International Corp 401(k) match · 2024
Employer contribution per active participant$5,590
Median for plans this size$2,416
2024$5,590 per active participant
2023$5,004 per active participant
2022$4,617 per active participant

Cosmo International Corp's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
EQUITABLE ADVISORS, LLC · Investment advisory (participants)$29,647

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$40,404 · 0.19%
2023$30,407 · 0.16%
2022$29,707 · 0.17%
Similar plansOther Services · Florida
Reimagined Parking, Inc FL$24.6M · 0.29%
American Welding Society FL$24.6M · 0.19%
Terran Orbital Corporation FL$22.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650657389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.