Plan Snapshot
- Plan Sponsor: Cohen-Esrey LLC
- Sponsor EIN: 208121236
- Sponsor Address: 8500 SHAWNEE MISSION PKWY, MERRIAM, KS, 66202
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 244 | $4.9M | $129,843 | $840,918 |
| 2023 | 207 | $4.1M | $115,396 | $768,861 |
| 2022 | 196 | $3.2M | $96,596 | $640,974 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MARKSNELSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARKSNELSON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,162 | $11,742 | $3,420 | — | — |
| 2023 | $12,046 | $9,190 | $2,856 | — | — |
| 2022 | $11,192 | $7,603 | $3,589 | — | — |