Plans listing this provider
51
0.09% of the 56,420 plans with Schedule H financials; 44 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 49 |
| 28 | Investment management | 48 |
| 52 | Investment management fees paid indirectly by plan | 4 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 25 | Trustee (directed) | 2 |
| 27 | Investment advisory (plan) | 2 |
| 37 | Participant loan processing | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Manhattan Beer Distributors LLC 401(k) Retirement Plan | Manhattan Beer Distributors | $125,457,584 | 744 | $0 |
| Garfunkel Wild PC 401(k) Retirement Plan | Garfunkel Wild | $90,541,377 | 170 | $0 |
| Computer Systems Center Inc 401(k) Retirement Plan | Computer Systems Center | $40,710,729 | 228 | $0 |
| Applied Control Engineering Inc. 401(k) Retirement Plan | Applied Control Engineering | $35,374,688 | 216 | $0 |
| Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan | Pugh Lubricants | $34,082,300 | 530 | $0 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Manhattan Beer Distributors Union Employees 401(k) Plan | Manhattan Beer Distributors | $32,065,959 | 614 | $0 |
| Kudu Dynamics 401(k) Retirement PLA Nrecordkeeper | Kudu Dynamics | $30,578,862 | 193 | $0 |
| H & M Construction Company, Inc. Employees' Profit Sharing and Retirement Plan | H & M Construction | $30,113,462 | 316 | $0 |
| Ashley Furniture Homestore 401(k) Plan | Dufresne Spencer Group Holdings | $28,822,225 | 171 | $0 |
| Infinite Legacy, Inc. Retirement Savings Plan | Infinite Legacy | $26,582,087 | 353 | $0 |
| Las Vegas Review Journal 401(k) Retirement Plan | Las Vegas Review Journal. | $26,091,970 | 342 | $0 |
| The Mastercorp, Inc. 401(k) Retirement Savings Plan | Mastercorp | $18,880,736 | 636 | $0 |
| The Time Group 401(k) Plan | Time Group | $18,619,274 | 432 | $0 |
| ATA Aerospace, LLC 401(k) Retirement Plan | ATA Aerospace | $17,338,986 | 145 | $0 |
| Law Family Companies 401(k) Plan | Law Family Companies | $16,380,408 | 193 | $0 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions | $16,095,920 | 546 | $0 |
| Culture AMP, Inc. 401(k) Plan | Culture Amp | $15,392,837 | 411 | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes | $15,123,861 | 699 | $0 |
| Exzac, Inc Retirement Plan | Exzac | $14,476,613 | 184 | $0 |
| Corporate Mailings Inc. 401(k) Profit Sharing Plan | Corporate Mailings | $13,970,363 | 144 | $0 |
| The Academy 401(k) Retirement Plan | Academy Parent | $13,354,483 | 230 | $0 |
| Nite IZE, Inc. 401(k) Retirement Savings Plan | Nite IZE | $13,346,676 | 140 | $0 |
| Strata Products Worldwide 401(k) Retirement Plan | Strata Products Worldwide | $13,078,095 | 98 | $0 |
| Community Resources for Independence, Inc. 401(k) Profit Sharing Plan | Community Resources for Independence | $12,464,234 | 397 | $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.