Cohen Esrey Llc 401 K Plan
Sponsored by Cohen Esrey Llc · EIN 208121236 · Plan #003
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 244
- With balances
- 248
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $11,742 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $4,995 |