Plan Ledger DOL Form 5500 · updated monthly

Cohen Holdings, Inc.401(k)

COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST · MIDDLETOWN, OH · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Cohen Holdings, Inc. reported $80,062 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $612 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,291st-largest of 3,295 plans among Ohio employers on file, and the 1,423rd of 5,215 in retail trade. In 2024, employees put in $4.10 for every $1.00 the employer contributed; active participation has shrunk from 355 to 313 since 2022.

Plan summary
Net assets, end of year$20,612,579
Participants with balances270
Active participants313
Employer contributions$191,633
Employee contributions$785,636
Employer contribution per active participant$612
Average account balance$76,343
Benefits paid to participants$1,366,468
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 270 accts · $192K emplr
2023$18.6M · 299 accts · $178K emplr
2022$17.4M · 327 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,608
Investment management$38,383
Total administrative$80,062
The Cohen Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$612
Median for plans this size$2,416
2024$612 per active participant
2023$529 per active participant
2022$490 per active participant

Cohen Holdings, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$41,679
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$38,383

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,062 · 0.41%
2023$70,989 · 0.39%
2022$76,566 · 0.39%
Similar plansRetail Trade · Ohio
Jeg's Automotive, LLC OH$22.1M · 0.20%
Countryside Rentals, Inc. OH$21.4M · 0.36%
Sg Chevrolet, LLC OH$21.1M · 0.48%
Voss Auto Network OH$20.7M · 0.68%
The Edwards Companies, LLC OH$20.0M · 0.37%
Legacy Farmers Cooperative OH$19.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611649510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.