What public Form 5500 filings show about the Cohen Ventures, Inc. DBA Energy Solutions 401(k) plan — and how to find and check your own account.
Cohen Ventures, Inc. DBA Energy Solutions (EIN 94-3374199) reports ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $46.3M in plan assets across 494 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cohen Ventures, Inc. DBA Energy Solutions filing — schedules, fees, and providers.
Cohen Ventures, Inc. DBA Energy Solutions’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cohen Ventures, Inc. DBA Energy SolutionsHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRIMARK BENEFITS, CHARLES SCHWAB TRUST BANK, GLOBAL RETIREMENT PARTNERS.
