COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT)
Plan Contact
- Address: 1350 EUCLID AVENUE, SUITE 800,CLEVELAND,OH
- Contact person: PHILLIP BAPTISTE
- Phone: (216) 579-1040
Plan General Information
COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) is $51,436,634.00.This plan was established in 2011.
COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) is 359
COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) Average Participant Retirement Account Value
In 2023, the average participant retirement account value for COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) is $143,277.00
COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) is approximately $9,998.00
Investing in this additonal $9,998.00 for 20 years would give you extra $639,874.00, assuming a 10% annual return.
Investing in this additonal $9,998.00 for 20 years would give you extra $639,874.00, assuming a 10% annual return.
COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) is 18.15%.
COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) is 21.22%. This measures the effectiveness of the plan participants' investments in the year.
COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) Expense Ratio
In 2023, the investment and administrative expense ratio of COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) is 0.01%.
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