Plan Snapshot
- Plan Sponsor: Cohen Capital Management, INC.
- Sponsor EIN: 680356634
- Sponsor Address: 770 TAMALPAIS DRIVE, SUITE 318, CORTE MADERA, CA, 94925
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $140,900
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 8 | $140,900 | $0 | $0 |
| 2024 | 7 | $122,057 | $0 | $3,000 |
| 2023 | 6 | $408,815 | $0 | $0 |
| 2022 | 5 | $373,468 | $0 | $41,000 |
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