Cohen & Company 401(k) Psp & Trust (Carve Out)
Sponsored by Cohen Sequoia Enterprises Ltd. · EIN 264094604 · Plan #003
- Total assets
- $64.3M
- Net assets
- $64.3M
- Active participants
- 335
- With balances
- 379
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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, In | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $6,788 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |