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Original filing (PDF)20251015111133NAL0002194147001
COFORGE LIMITED
Form 5500
FILING_RECEIVED
COFORGE LIMITED 401(K) PLAN
401(k) retirement plan
Active participants
1,414
Accounts w/ balance
1,576
Plan assets (EOY)
$99.4M
Net assets (EOY)
$99.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COFORGE LIMITED.
Plan sponsor
Name
COFORGE LIMITED
EIN
20-0871709
Address
502 CARNEGIE CENTER DRIVE · SUITE 301 · PRINCETON, NJ · 08540
Phone
(770) 290-6100
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $134K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $56K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
Investments
26 direct securities · 1 pooled fund· $101.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$98.2M
26 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund** Mutual fund | — | — | — | $17.7M | 17.8% | |
| Fidelity Freedom Index 2045 Fund** Mutual fund | — | — | — | $12.4M | 12.5% | |
| AB Large Cap Growth Fund Mutual fund | — | — | — | $10.4M | 10.5% | |
| Fidelity Freedom Index 2040 Fund** Mutual fund | — | — | — | $8.7M | 8.7% | |
| Fidelity Freedom Index 2050 Fund** Mutual fund | — | — | — | $8.3M | 8.3% | |
| Fidelity Freedom Index 2035 Fund** Mutual fund | — | — | — | $4.4M | 4.4% | |
| Fidelity Freedom Index 2055 Fund** Mutual fund | — | — | — | $4.2M | 4.2% | |
| Galliard Stable Return Fund Class M Common/Collective Trusts | — | — | — | $3.5M | 3.6% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.6% | |
| Fidelity Mid Cap Index Fund** Mutual fund | — | — | — | $3.1M | 3.2% | |
| MFS Value Fund Mutual fund | — | — | — | $2.9M | 2.9% | |
| MFS Mid Cap Growth Fund Class R6 Mutual fund | — | — | — | $2.9M | 2.9% | |
| Fidelity Total Bond Fund K6** Mutual fund | — | — | — | $2.8M | 2.8% | |
| Clear Bridge International Growth Fund Mutual fund | — | — | — | $2.5M | 2.5% | |
| Fidelity Freedom Index 2030 Fund** Mutual fund | — | — | — | $2.3M | 2.3% | |
| Fidelity Freedom Index 2025 Fund** Mutual fund | — | — | — | $2.0M | 2.0% | |
| American Funds American Balanced Fund Class R-6 Mutual fund | — | — | — | $1.9M | 1.9% | |
| Fidelity Total International Index Fund** Mutual fund | — | — | — | $1.9M | 1.9% | |
| Fidelity Freedom Index 2060 Fund** Mutual fund | — | — | — | $1.6M | 1.6% | |
| Fidelity Small Cap Index Fund** Mutual fund | — | — | — | $1.4M | 1.4% | |
| American Funds New World Fund Class R-6 Mutual fund | — | — | — | $1.0M | 1.0% | |
| Invesco Discovery R6 Mutual fund | — | — | — | $744K | 0.7% | |
| PIMCO Income Inst Mutual fund | — | — | — | $644K | 0.6% | |
| Fidelity Freedom Index 2020 Fund** Mutual fund | — | — | — | $596K | 0.6% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class** Mutual fund | — | — | — | $214K | 0.2% | |
| Fidelity Freedom Index Income Fund** Mutual fund | — | — | — | $55K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class** Mutual fund | — | — | — | $4K | <0.1% |
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