# Cohen-Esrey LLC 401(k) Plan
Source: https://planprovider.pro/companies/cohen-esrey-llc-401k-plan

> Cohen-Esrey LLC's 401(k) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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