Energy Solutions 401(k) Profit Sharing Plan
Sponsored by Cohen Ventures, Inc Dba Energy Solutions · EIN 943374199 · Plan #002
- Total assets
- $46.3M
- Net assets
- $46.3M
- Active participants
- 494
- With balances
- 663
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Primark Benefits | Contract administrator, Shareholder servicing fees, Recordkeeping fees | $91,627 |
| Global Retirement Partners | Investment management fees (direct) | $14,999 |
| Charles Schwab Trust Bank | Trustee (institutional) | $7,688 |