Plan Ledger DOL Form 5500 · updated monthly

Kognitiv, Inc401(k)

KOGNITIV, INC. 401(K) PLAN · WABAN, MA · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Kognitiv, Inc reported $5,735 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,416 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 0.01% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,367th of 2,726), and the 5,786th of 11,654 in professional & technical services. In 2025, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,700,282
Participants with balances151
Active participants119
Employer contributions$882,461
Employee contributions$1,606,156
Employer contribution per active participant$7,416
Average account balance$123,843
Benefits paid to participants$658,746
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$18.7M · 151 accts · $882K emplr
2024$14.1M · 145 accts · $781K emplr
2023$10.8M · 149 accts · $832K emplr
The Kognitiv, Inc 401(k) match · 2025
Employer contribution per active participant$7,416
Median for plans this size$2,666
2025$7,416 per active participant
2024$6,855 per active participant
2023$6,398 per active participant

Kognitiv, Inc's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202512
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$1,850
FIDELITY FUND · Recordkeeping · Trusteeindirect comp
COLUMBIA SMALL CAP FUND · Recordkeeping · Trusteeindirect comp
FEDERATED HERMES · Recordkeeping · Trusteeindirect comp
PRINCIPAL SMCP S&P600 IND R5 · Recordkeeping · Trusteeindirect comp
ALLSPRING · Recordkeeping · Trusteeindirect comp
BUFFALO DISCOVERY · Recordkeeping · Trusteeindirect comp
MFS · Recordkeeping · Trusteeindirect comp
AM FUNDS · Recordkeeping · Trusteeindirect comp
MORGAN STANLEY · Recordkeeping · Trusteeindirect comp
BROWN ADVISORY · Recordkeeping · Trusteeindirect comp
AM BEACON · Recordkeeping · Trusteeindirect comp

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

Recordkeeper by year3
2025ALLSPRING, AM BEACON, AM FUNDS, BROWN ADVISORY, BUFFALO DISCOVERY, COLUMBIA, COLUMBIA SMALL CAP FUND, FEDERATED HERMES, Fidelity, MFS, Morgan Stanley, Principal, T. Rowe Price
2024ALLSPRING, AM BEACON, AM FUNDS, BROWN ADVISORY, BUFFALO DISCOVERY, COLUMBIA, COLUMBIA SMALL CAP FUND, FEDERATED HERMES, Fidelity, MFS, Morgan Stanley, Principal, T. Rowe Price
2023ALLSPRING, AM BEACON, AM FUNDS, BROWN ADVISORY, BUFFALO DISCOVERY, COLUMBIA, COLUMBIA SMALL CAP FUND, FEDERATED HERMES, Fidelity, MFS, Morgan Stanley, Principal, T. Rowe Price

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Administrative cost history3
2025$5,735 · 0.03%
2024$6,288 · 0.05%
2023$600 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Tessera Therapeutics, Inc MA$19.2M · 0.02%
Vistra USA Inc. MA$19.1M · 0.34%
Gale Associates, Inc. MA$19.1M · 0.30%
Linksquares, Inc. MA$18.6M · 0.09%
Mobiquity, Inc. MA$18.6M · 0.33%
Allego Inc MA$18.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811683887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.