401k Record

Providers › Cohen & Steers Funds

Cohen & Steers Funds

Plans listing this provider

51

0.09% of the 56,420 plans with Schedule H financials; 44 in 2023

Assets of those plans

$903,610,269

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

2

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$0

0% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
59Shareholder servicing fees49
28Investment management48
52Investment management fees paid indirectly by plan4
15Recordkeeping and information management2
21Trustee (bank, trust company or similar)2
25Trustee (directed)2
27Investment advisory (plan)2
37Participant loan processing2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Manhattan Beer Distributors LLC 401(k) Retirement PlanManhattan Beer Distributors $125,457,584744$0
Garfunkel Wild PC 401(k) Retirement PlanGarfunkel Wild $90,541,377170$0
Computer Systems Center Inc 401(k) Retirement PlanComputer Systems Center $40,710,729228$0
Applied Control Engineering Inc. 401(k) Retirement PlanApplied Control Engineering $35,374,688216$0
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) PlanPugh Lubricants $34,082,300530$0
Klarna 401(k) PlanKlarna $32,122,333569$0
Manhattan Beer Distributors Union Employees 401(k) PlanManhattan Beer Distributors $32,065,959614$0
Kudu Dynamics 401(k) Retirement PLA NrecordkeeperKudu Dynamics $30,578,862193$0
H & M Construction Company, Inc. Employees' Profit Sharing and Retirement PlanH & M Construction $30,113,462316$0
Ashley Furniture Homestore 401(k) PlanDufresne Spencer Group Holdings $28,822,225171$0
Infinite Legacy, Inc. Retirement Savings PlanInfinite Legacy $26,582,087353$0
Las Vegas Review Journal 401(k) Retirement PlanLas Vegas Review Journal. $26,091,970342$0
The Mastercorp, Inc. 401(k) Retirement Savings PlanMastercorp $18,880,736636$0
The Time Group 401(k) PlanTime Group $18,619,274432$0
ATA Aerospace, LLC 401(k) Retirement PlanATA Aerospace $17,338,986145$0
Law Family Companies 401(k) PlanLaw Family Companies $16,380,408193$0
Healthmap Solutions, Inc. 401(k) PlanHealthmap Solutions $16,095,920546$0
Culture AMP, Inc. 401(k) PlanCulture Amp $15,392,837411$0
Spokane Methodist Homes, Inc. Employee Retirement Savings PlanSpokane United Methodist Homes $15,123,861699$0
Exzac, Inc Retirement PlanExzac $14,476,613184$0
Corporate Mailings Inc. 401(k) Profit Sharing PlanCorporate Mailings $13,970,363144$0
The Academy 401(k) Retirement PlanAcademy Parent $13,354,483230$0
Nite IZE, Inc. 401(k) Retirement Savings PlanNite IZE $13,346,676140$0
Strata Products Worldwide 401(k) Retirement PlanStrata Products Worldwide $13,078,09598$0
Community Resources for Independence, Inc. 401(k) Profit Sharing PlanCommunity Resources for Independence $12,464,234397$0

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.