AUMdb

Cohnreznick Llc 401(k) Profit Sharing Plan

Sponsored by Cohnreznick Llc · EIN 221478099 · Plan #003

Total assets
$751M
Net assets
$751M
Active participants
3,968
With balances
5,206

Plan year beginning 02/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees, Recordkeeping, Participant loan processing $196,986
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $112,114
Raymond James & Associates Inc Investment advisory (plan) $99,991