Plan Ledger DOL Form 5500 · updated monthly

M. Cohen & Sons, Inc.401(k)

M. COHEN & SONS, INC. 401(K) PLAN · BROOMALL, PA · plan year 2024

Reported admin expense ratio · 2024
0.66%

M. Cohen & Sons, Inc. reported $33,344 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. 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 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,832nd of 3,651), and 10,983rd of 13,661 in manufacturing. active participation has grown from 76 to 90 since 2022.

Plan summary
Net assets, end of year$5,430,324
Participants with balances128
Active participants90
Employer contributions—
Employee contributions$265,838
Employer contribution per active participant—
Average account balance$42,424
Benefits paid to participants$196,143
Plan auditUnmodified (clean) audit opinion
AuditorJOSEPH P MELVIN COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 128 accts
2023$4.6M · 118 accts
2022$3.9M · 105 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,736
Investment management$11,608
Total administrative$33,344
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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$21,736
MORNINGSTAR INVESTMENT MANGEMENT · Investment advisory (plan)$11,608

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$33,344 · 0.66%
2023$30,254 · 0.71%
2022$30,611 · 0.65%
Similar plansManufacturing · Pennsylvania
Everlast Roofing, Inc. PA$5.4M · 0.88%
Tsg Finishing, LLC PA$5.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231660294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.