Cohen & Company, Ltd. Profit Sharing/401(k) Plan
Sponsored by Cohen Sequoia Enterprises, Ltd. · EIN 264094604 · Plan #001
- Total assets
- $76.1M
- Net assets
- $76.1M
- Active participants
- 783
- With balances
- 898
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $18,013 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |