Cohn Family Corporate Profit Sharing Plan
Sponsored by Advertising Specialty Institute, Inc. · EIN 231608621 · Plan #001
- Total assets
- $82.6M
- Net assets
- $82.6M
- Active participants
- 407
- With balances
- 605
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $99,818 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $51,571 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $0 |