Cohen Ventures, Inc dba Energy SolutionsESOP
COHEN VENTURES, INC. DBA ENERGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN · OAKLAND, CA · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Cohen Ventures, Inc dba Energy Solutions reported $4,725 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $171 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 2 years on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,355th-largest of 9,483 plans among California employers on file, and the 2,118th of 11,654 in professional & technical services. active participation has grown from 369 to 513 since 2022.
Cohen Ventures, Inc dba Energy Solutions's 2024 employer contribution ran below the $3,635 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 943374199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.