Plan Snapshot
- Plan Sponsor: Cohen Holdings, INC.
- Sponsor EIN: 611649510
- Sponsor Address: 1723 WOODLAWN AVENUE, MIDDLETOWN, OH, 450420957
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 313 | $20.6M | $191,633 | $785,636 |
| 2023 | 337 | $18.6M | $178,135 | $868,909 |
| 2022 | 355 | $17.4M | $173,815 | $896,771 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
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 | $80,062 | $38,383 | — | — | — |
| 2023 | $70,989 | $34,341 | — | — | — |
| 2022 | $76,566 | $38,296 | $38,270 | — | — |