Cohen Holdings, Inc. Profit Sharing 401(k) Plan And Trust
Sponsored by Cohen Holdings, Inc. · EIN 611649510 · Plan #002
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 313
- With balances
- 270
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Participant loan processing | $41,679 |
| Pca Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $38,383 |