# Cozzini Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/cozzini-bros-inc-401k-plan

> Cozzini Bros., INC.'s 401(k) plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cozzini Bros., INC.

- **Sponsor EIN:** 731687897

- **Sponsor Address:** 8430 WEST BRYN MAWR AVE. SUITE 800, CHICAGO, IL, 60631

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

- **Total Participants:** 780

- **Total Assets:** $11.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|780|$11.7M|$1.1M|$1.9M|

| 2023|772|$10.5M|$831,733|$1.7M|

| 2022|695|$6.6M|$492,525|$1.1M|

## 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|RECORDKEEPER|$48,499|—|$48,499|

| FIRST AMERICAN BANK|CONTACT ADMIN|$40,503|—|$40,503|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,869|—|$7,869|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$5,956|—|$5,956|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,827

- **Estimated Expense Ratio:** 0.882% 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|$88,942|—|—|—|—|

| 2023|$58,316|—|—|—|—|

| 2022|$36,230|—|—|—|—|

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

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