Cohen Ventures, Inc DBA Energy Solutions 401(k) match, vesting and fees
What Cohen Ventures, Inc DBA Energy Solutions' 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 | Primark Benefits | Schedule C ↗ |
| Independent auditor | C. Dart Cpa, Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,284 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Cohen Ventures, Inc DBA Energy Solutions: employer contribution per participant | $4,839 | |
| Peer median | $2,610 |
| Cohen Ventures, Inc DBA Energy Solutions: average balance | $69,863 | |
| Peer median | $84,018 |
| Cohen Ventures, Inc DBA Energy Solutions: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.17% |
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 $35.1M at the end of plan year 2023 to $46.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 663 | $46.3M | $3.2M | $4,839 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 580 | $35.1M | $2.8M | $4,870 | 0.29% | Not published | Form 5500 ↗ |
Other Cohen Ventures, Inc DBA Energy Solutions plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cohen Ventures, Inc. DBA Energy Solutions Employee Stock Ownership Plan
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.
| Independent auditor | C Dart Cpa (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Cohen Ventures, Inc DBA Energy Solutions match 401(k) contributions?
The match terms for the Energy Solutions 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $4,839 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cohen Ventures, Inc DBA Energy Solutions 401(k) match vested?
The vesting schedule for the Energy Solutions 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cohen Ventures, Inc DBA Energy Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Primark Benefits. The plan administrator is Cohen Ventures, Inc DBA Energy Solutions.
I left Cohen Ventures, Inc DBA Energy Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cohen Ventures, Inc DBA Energy Solutions, (510) 482-4420) or the recordkeeper, Primark Benefits. The Cohen Ventures, Inc DBA Energy Solutions old 401(k) page lists the contacts from every plan filing. Find an old Cohen Ventures, Inc DBA Energy Solutions 401(k)
Data from the public Form 5500 annual reports Cohen Ventures, Inc DBA Energy Solutions filed with the U.S. Department of Labor (plan years 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 Ventures, Inc DBA Energy Solutions. Not financial advice. Report a correction · Methodology