# Cohen, Todd, Kite & Stanford, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cohen-todd-kite-stanford-llc-plan

> Cohen, Todd, Kite & Stanford, LLC's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cohen, Todd, Kite & Stanford, LLC

- **Sponsor EIN:** 310527214

- **Sponsor Address:** 250 EAST FIFTH ST. SUITE 2350, CINCINNATI, OH, 452025136

- **Plan Type:** 401(k)

- **Total Participants:** 17

- **Total Assets:** $22.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|17|$22.3M|$77,174|$195,360|

| 2023|17|$19.2M|$90,403|$124,277|

| 2022|18|$17.4M|$108,847|$179,130|

## Similar Plans

- [Gregory S Young Co L P A](https://planprovider.pro/companies/gregory-s-young-co-l-p-a-plan) — 16 participants

- [Peters Kalail & Markakis Co., L.P.A.](https://planprovider.pro/companies/peters-kalail-markakis-co-l-p-a-401k-plan) — 13 participants

- [Freund, Freeze & Arnold Co.](https://planprovider.pro/companies/freund-freeze-arnold-a-legal-professional-association-plan) — 23 participants

- [Buechner Haffer Meyers & Koenig Co., Lpa](https://planprovider.pro/companies/buechner-haffer-meyers-koenig-co-lpa-401k-plan) — 23 participants

- [Freund, Freeze & Arnold Co.](https://planprovider.pro/companies/freund-freeze-arnold-co-401k-plan-001) — 23 participants

- [Daniel Daniluk LLC](https://planprovider.pro/companies/daniel-daniluk-llc-plan) — 11 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cohen-todd-kite-stanford-llc-plan)

© 2026 PlanProvider.Pro