Cohen & Company, Llc 401(k) Plan
Sponsored by Cohen & Company, Llc · EIN 010825075 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 104
- With balances
- 101
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 |
|---|---|---|
| Alden Capital Management Inc. CRD 293551 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alden Capital Llc | Investment advisory (plan), Direct payment from the plan | $79,347 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $13,936 |
| John Hancock | Recordkeeping, Recordkeeping fees | $0 |