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Original filing (PDF)20251014090922NAL0002379825001
COGO LABS
Form 5500
FILING_RECEIVED
COGO LABS RETIREMENT PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
86
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COGO LABS.
Plan sponsor
Name
COGO LABS
EIN
20-3111576
Address
ONE KENDALL SQUARE · SUITE B2201 · CAMBRIDGE, MA · 02139
Phone
(781) 228-5655
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER WACHMAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Investments
37 direct securities· $6.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 7,907.7 | $1.0M | $1.6M | 24.7% | |
| STATE ST TR 2060 K | — | 41,372.879 | $670K | $649K | 9.9% | |
| FID BLUE CHIP GR K6 | — | 13,368.107 | $382K | $492K | 7.5% | |
| STATE ST TR 2055 K | — | 28,855.755 | $475K | $445K | 6.8% | |
| STATE ST TR 2050 K | — | 24,831.622 | $402K | $373K | 5.7% | |
| STATE ST TR 2025 K | — | 29,112.618 | $388K | $348K | 5.3% | |
| FID INTL INDEX | — | 6,563.132 | $276K | $312K | 4.8% | |
| STATE ST TR 2035 K | — | 18,760.282 | $275K | $260K | 4.0% | |
| CRLN E MID CAP GR R6 | — | 3,100.184 | $313K | $242K | 3.7% | |
| FID MID CAP IDX | — | 6,620.606 | $158K | $224K | 3.4% | |
| STATE ST TR 2030 K | — | 13,850.782 | $198K | $179K | 2.7% | |
| INVS GLOBAL A | — | 1,758.457 | $159K | $165K | 2.5% | |
| FID SM CAP IDX | — | 5,668.513 | $121K | $157K | 2.4% | |
| VANG LIFEST MOD GRTH | — | 4,263.978 | $144K | $134K | 2.0% | |
| FID LOW-PRICED ST K6 | — | 9,086.771 | $139K | $133K | 2.0% | |
| FID US BOND IDX | — | 12,519.902 | $139K | $128K | 2.0% | |
| FID TOTAL MKT IDX | — | 700.56 | $67K | $113K | 1.7% | |
| STATE ST TR 2040 K | — | 7,870.855 | $125K | $113K | 1.7% | |
| STATE ST TR INC K | — | 5,168.874 | $63K | $56K | 0.9% | |
| AF EUROPAC GROWTH R6 | — | 903.114 | $60K | $49K | 0.7% | |
| FID REAL ESTATE IDX | — | 2,937.642 | $45K | $47K | 0.7% | |
| BLKRK GLOBAL ALLOC A | — | 2,395.842 | $46K | $44K | 0.7% | |
| NATIXIS AEW GF RE Y | — | 3,444.799 | $44K | $37K | 0.6% | |
| FID EXTD MKT IDX | — | 405.958 | $30K | $37K | 0.6% | |
| FID TOTAL BOND K6 | — | 4,137.928 | $41K | $36K | 0.6% | |
| STATE ST TR 2065 K | — | 2,156.53 | $29K | $33K | 0.5% | |
| AM CENT SM CAP GR R6 | — | 1,375.077 | $37K | $32K | 0.5% | |
| STATE ST TR 2045 K | — | 1,720.771 | $26K | $26K | 0.4% | |
| VANG VMMR-FED MMKT | — | 12,871.97 | $13K | $13K | 0.2% | |
| PUTN LG CAP VAL R6 | — | 363.643 | $12K | $13K | 0.2% | |
| FID INTL SM CAP OPP | — | 388.313 | $7K | $8K | 0.1% | |
| FID INTM TR BD IDX | — | 641.192 | $7K | $6K | <0.1% | |
| BWG GLB OPP BOND A | — | 643.141 | $7K | $5K | <0.1% | |
| STATE ST TR 2020 K | — | 361.31 | $5K | $4K | <0.1% | |
| AF NEW WORLD R6 | — | 43.537 | $4K | $3K | <0.1% | |
| FID NEW MARKETS INC | — | 209.702 | $3K | $3K | <0.1% | |
| BR COMMODITY STRAT K | — | 89.442 | $842 | $743 | <0.1% |
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