Cohen Milstein Sellers & Toll Profit Sharing And Retirement Savings Plan
Sponsored by Cohen Milstein Sellers & Toll, Pllc · EIN 521465235 · Plan #002
- Total assets
- $95.4M
- Net assets
- $95.4M
- Active participants
- 200
- With balances
- 275
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 |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $45,000 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $25,167 |