Cohen Holdings 401(k) match, vesting and fees
What Cohen Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pension Corporation of America | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Cohen Holdings: employer contribution per participant | $710 | |
| Peer median | $1,216 |
| Cohen Holdings: average balance | $76,343 | |
| Peer median | $50,590 |
| Cohen Holdings: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.7M at the end of plan year 2021 to $20.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 363 | $20.6M | $192K | $710 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 397 | $18.6M | $178K | $596 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 412 | $17.4M | $174K | $532 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 395 | $21.7M | $175K | $521 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Cohen Holdings match 401(k) contributions?
The match terms for the Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $192K in employer contributions, about $710 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cohen Holdings 401(k) match vested?
The vesting schedule for the Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cohen Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pension Corporation of America. The plan administrator is Cohen Holdings, Inc..
I left Cohen Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cohen Holdings, Inc., (513) 422-3696) or the recordkeeper, Pension Corporation of America. The Cohen Holdings old 401(k) page lists the contacts from every plan filing. Find an old Cohen Holdings 401(k)
Data from the public Form 5500 annual reports Cohen Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cohen Holdings. Not financial advice. Report a correction · Methodology