M. Cohen & Sons, Inc. 401(k) Plan
Sponsored by M. Cohen & Sons, Inc. · EIN 231660294 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 90
- With balances
- 128
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $21,736 |
| Morningstar Investment Mangement | Investment advisory (plan) | $11,608 |