Plan Snapshot
- Plan Sponsor: Cohnreznick LLC
- Sponsor EIN: 221478099
- Sponsor Address: 14 SYLVAN WAY 3RD FLOOR, PARSIPPANY, NJ, 07054
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 3,968
- Total Assets: $751.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,968 | $751.1M | $7.7M | $40.4M |
| 2023 | 4,023 | $640.1M | $13.6M | $39.7M |
| 2022 | 3,609 | $551.2M | $9.9M | $32.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $196,986 | — | $196,986 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $112,114 | — | $112,114 |
| RAYMOND JAMES & ASSOCIATES INC | Other Service Provider | $99,991 | — | $99,991 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $409,091
- Estimated Expense Ratio: 0.054% 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 | $409,991 | $212,105 | — | — | — |
| 2023 | $316,421 | $161,337 | — | — | — |
| 2022 | $259,850 | $120,445 | — | — | $300 |