Plan Snapshot
- Plan Sponsor: M. Cohen & Sons, INC.
- Sponsor EIN: 231660294
- Sponsor Address: 400 REED RD, BROOMALL, PA, 19008
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $5.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $5.4M | $0 | $265,838 |
| 2023 | 86 | $4.6M | $0 | $263,895 |
| 2022 | 76 | $3.9M | $0 | $188,540 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $21,736 | — | $21,736 |
| MORNINGSTAR INVESTMENT MANGEMENT | NONE | $11,608 | — | $11,608 |
| JOSEPH P MELVIN COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- JOSEPH P MELVIN COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,344
- Estimated Expense Ratio: 0.614% 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 | $33,344 | $11,608 | — | — | — |
| 2023 | $30,254 | $9,816 | — | — | — |
| 2022 | $30,611 | — | — | — | — |