Plan Snapshot
- Plan Sponsor: Cohen & Steers Capital Management, INC.
- Sponsor EIN: 133353336
- Sponsor Address: 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362774
- Plan Type: 401(k)
- Total Participants: 359
- Total Assets: $156.3M
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 | 359 | $156.3M | $3.2M | $7.9M |
| 2023 | 352 | $131.2M | $3.1M | $7.3M |
| 2022 | 335 | $103.7M | $2.6M | $6.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $50,231 | — | $50,231 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,231
- Estimated Expense Ratio: 0.032% 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 | $49,938 | — | — | — | — |
| 2023 | $47,408 | — | — | — | — |
| 2022 | $43,698 | — | — | — | — |