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

> Cohen Ventures, INC Dba Energy Solutions's DC plan: 513 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:** 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|

## Similar Plans

- [Sigma Defense Systems, LLC](https://planprovider.pro/companies/sigma-defense-systems-llc-401k-plan-002) — 503 participants

- [Cohen Ventures, INC Dba Energy Solutions](https://planprovider.pro/companies/cohen-ventures-inc-dba-energy-solutions-401k-plan) — 494 participants

- [Intellipro Group, INC.](https://planprovider.pro/companies/intellipro-group-inc-401k-plan) — 543 participants

- [Rosewood Hotels And Resorts, LLC](https://planprovider.pro/companies/rosewood-hotels-and-resorts-llc-plan-003) — 559 participants

- [Amplitude, INC.](https://planprovider.pro/companies/amplitude-inc-401k-plan) — 562 participants

- [Hitachi Solutions America, Ltd.](https://planprovider.pro/companies/hitachi-solutions-america-ltd-401k-plan) — 564 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cohen-ventures-inc-dba-energy-solutions-plan)

© 2026 PlanProvider.Pro