AUMdb

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan

Sponsored by Cohen Ventures, Inc Dba Energy Solutions · EIN 943374199 · Plan #003

Total assets
$70.2M
Net assets
$68.0M
Active participants
513
With balances
526

Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus

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).

No Schedule C on file for this plan year.