# M. Cohen & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/m-cohen-sons-inc-401k-plan

> M. Cohen & Sons, INC.'s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [JOSEPH P MELVIN COMPANY LLC](https://planprovider.pro/provider/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|—|—|—|—|

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