# Cohen Ventures, INC Dba Energy Solutions 401(k) Plan
Source: https://planprovider.pro/companies/cohen-ventures-inc-dba-energy-solutions-401k-plan

> Cohen Ventures, INC Dba Energy Solutions's 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cohen Ventures, INC Dba Energy Solutions

- **Sponsor EIN:** 943374199

- **Sponsor Address:** 449 15TH STREET, SUITE 400, OAKLAND, CA, 94612

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

- **Total Participants:** 494

- **Total Assets:** $46.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|494|$46.3M|$3.2M|$4.3M|

| 2023|477|$35.1M|$2.8M|$3.7M|

| 2022|350|$24.1M|$1.7M|$2.3M|

## 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|

| PRIMARK BENEFITS|THIRD PART ADMINISTRATOR|$91,627|—|$91,627|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT ADVISOR|$14,999|—|$14,999|

| CHARLES SCHWAB TRUST BANK|BANK|$7,688|—|$7,688|

| C. DART CPA, INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — BANK

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,314

- **Estimated Expense Ratio:** 0.247% 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|$114,313|$14,999|$11,813|—|—|

| 2023|$85,548|$9,230|$15,898|—|—|

| 2022|$66,824|—|—|—|$66,824|

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