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: DC
- Total Participants: 513
- Total Assets: $70.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 513 | $70.2M | $87,733 | $0 |
| 2023 | 479 | $48.8M | $0 | $0 |
| 2022 | 369 | $33.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| C DART CPA | 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 | $4,725 | $3,705 | $1,020 | — | — |
| 2023 | $4,117 | $3,517 | $600 | — | — |
| 2022 | $5,280 | — | $1,680 | — | $3,600 |