# Cokinos & Young, A Professional 401(k) Plan
Source: https://planprovider.pro/companies/cokinos-young-401k-plan

> Cokinos & Young, A Professional's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cokinos & Young, A Professional

- **Sponsor EIN:** 760288148

- **Sponsor Address:** 1221 LAMAR STREET 16TH FLOOR, HOUSTON, TX, 770103039

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

- **Total Participants:** 149

- **Total Assets:** $35.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|149|$35.4M|$774,608|$1.8M|

| 2023|152|$30.9M|$923,844|$1.7M|

| 2022|146|$25.9M|$857,348|$1.3M|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH|NONE|—|$63,128|$63,128|

| NATIONWIDE|NONE|$47,314|—|$47,314|

| BRINKER CAPITAL INVESTMENTS|INVESTMENT ADVISORY|$13,499|—|$13,499|

| NATIONWIDE|INVESTMENT ADVISORY|—|$6,750|$6,750|

| WRINKLE, GARDNER & COMPANY, PC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — NONE

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,691

- **Estimated Expense Ratio:** 0.370% 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|$16,866|—|—|—|—|

| 2023|$13,732|—|—|—|—|

| 2022|$12,291|—|$12,291|—|—|

## Similar Plans

- [Polunsky & Beitel, P.C.](https://planprovider.pro/companies/polunsky-beitel-p-c-401k-plan) — 148 participants

- [Langley & Banack, INC.](https://planprovider.pro/companies/langley-banack-inc-401k-plan) — 151 participants

- [Allen Boone Humphries Robinson LLP](https://planprovider.pro/companies/allen-boone-humphries-robinson-llp-401k-plan) — 155 participants

- [National Bankruptcy Services, LLC](https://planprovider.pro/companies/national-bankruptcy-services-llc-401k-plan) — 156 participants

- [Winstead PC](https://planprovider.pro/companies/winstead-pc-401k-plan-006) — 156 participants

- [Porter Hedges LLP](https://planprovider.pro/companies/porter-hedges-llp-plan-001) — 142 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cokinos-young-401k-plan)

© 2026 PlanProvider.Pro