# Cohen Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cohen-holdings-inc-401k-plan

> Cohen Holdings, INC.'s 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PENSION CORPORATION OF AMERICA|NONE|$41,679|—|$41,679|

| PCA INVESTMENT ADVISORY SERVICES|NONE|$38,383|—|$38,383|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PCA INVESTMENT ADVISORY SERVICES](https://planprovider.pro/provider/pca-investment-advisory-services-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,062

- **Estimated Expense Ratio:** 0.388% of plan assets

### 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|—|—|

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