How big is Cohen Ventures, Inc. DBA Energy Solutions' plan?

Cohen Ventures, Inc. DBA Energy Solutions' plan reported $46.3M in assets and 494 participants for 2024.

Original filing (PDF)20251014121200NAL0002854753001

Cohen Ventures, Inc. DBA Energy Solutions

Name: Cohen Ventures, Inc. DBA Energy Solutions — Form 5500 Plan 002 (2024)
Creator: Cohen Ventures, Inc. DBA Energy Solutions
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Energy Solutions 401(k) Profit Sharing Plan

401(k) retirement plan · Cohen Ventures, Inc. DBA Energy Solutions' Energy Solutions 401(k) Profit Sharing Plan held $46.3M in plan assets for 494 participants in 2024.

Signals · 2

29% in single holdingSelf-directed brokerage offered

Active participants

494

Accounts w/ balance

663

Plan assets (EOY)

$46.3M

Net assets (EOY)

$46.3M

People on this filing

Angela Rodriguez signed Cohen Ventures, Inc. DBA Energy Solutions' 2024 Form 5500 as plan administrator.

Angela Rodriguez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cohen Ventures, Inc. DBA Energy Solutions' EIN is 94-3374199.

EIN 94-3374199

Plan number 002

Plan year 2024

ACK ID 20251014121200NAL0002854753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cohen Ventures, Inc. DBA Energy Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cohen Ventures, Inc. DBA Energy Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COHEN VENTURES, INC DBA ENERGY SOLUTIONS.

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

COHEN VENTURES, INC DBA ENERGY SOLUTIONS

EIN

all filings

Address

449 15TH STREET, SUITE 400 · OAKLAND, CA · 94612

Phone

(510) 482-4420

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	SAN RAFAEL, CA	INVESTMENT ADVISOR	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIMARK BENEFITS	94-2320862	SAN MATEO, CA	THIRD PART ADMINISTRATOR	$92K	—
CHARLES SCHWAB TRUST BANK

Investments

44 direct securities· $45.6M(98% of reported assets)

Other securities

$18.8M

15 holdings

Mutual Funds

$12.6M

20 holdings

Common Collective Trusts

$8.1M

5 holdings

Self-Directed Brokerage

$5.0M

1 holding

U.S. Treasuries

$731K

1 holding

Common Stocks

$232K

1 holding

Bonds / Notes

$113K

1 holding

					% of plan
Oakmark Equity & Income Fund	Other securities	—	—	$13.1M	28.3%
Charles Schwab Self directed brokerage account	Self-Directed Brokerage	—	—	$5.0M	10.8%
Charles Schwab S&P 500 Index Fund	Common Collective Trusts	—	—	$4.9M	10.6%
American Funds American Fund 2035 Target Date Ret R6	Mutual Funds	—	—	$2.7M	5.7%
TIAA Creff TIAA Creff Large Cap Gr Indx Instl	Mutual Funds	—	—	$1.9M	4.2%
American Funds American Fund 2040 Target Date Ret R6	Mutual Funds	—	—	$1.3M	2.7%
Blackrock Tech Oppty FD Inst	Other securities	—	—	$1.1M	2.4%
American Funds American Fund 2055 Target Date Ret R6	Mutual Funds	—	—	$1.1M	2.3%
Charles Schwab International Index Fund	Common Collective Trusts	—	—	$930K	2.0%
Vanguard Mid Cap Index Fund Admiral	Common Collective Trusts	—	—	$864K	1.9%
American Funds American Fund 2050 Target Date Ret R6	Mutual Funds	—	—	$770K	1.7%
Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$759K	1.6%
Vanguard Emerging Markets Stock Index Fund	Common Collective Trusts	—	—	$742K	1.6%
TIAA Creff TIAA Creff Core Impact Bond Inst	U.S. Treasuries	—	—	$731K	1.6%
Pax Global Pax Global Environmental Markets	Other securities	—	—	$661K	1.4%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$608K	1.3%
Blackrock Global Allocation Fund	Other securities	—	—	$589K	1.3%
Calvert Equity Fund I	Other securities	—	—	$576K	1.2%
Delaware Ivy Global Bond R6	Other securities	—	—	$547K	1.2%
Vanguard FTSE Social Index Adm	Mutual Funds	—	—	$524K	1.1%
Oppenheimer International Bond Fund ** 59 Parnassus Fund	Mutual Funds	—	—	$476K	1.0%
Blackrock Health Sciences Opp Instl	Other securities	—	—	$454K	1.0%
American Funds American Fund 2045 Target Date Ret R6	Mutual Funds	—	—	$422K	0.9%
T Rowe Price T Rowe Price Value Fund	Mutual Funds	—	—	$414K	0.9%
American Funds American Fund 2065 Target Date Ret R6	Mutual Funds	—	—	$411K	0.9%
Virtus Ceredex Mid Cap Val Equity Fund	Other securities	—	—	$403K	0.9%
Charles Schwab Small Cap Index Select	Mutual Funds	—	—	$382K	0.8%
Franklin Funds Franklin Small Cap Value Fund Adv	Mutual Funds	—	—	$318K	0.7%
Virtus Kar Small Cap Growth Fund I	Other securities	—	—	$262K	0.6%
American Funds American Fund 2030 Target Date Ret R6	Mutual Funds	—	—	$261K	0.6%
Cohen & Steers Realty Cohen & Steers Realty Shares Class L	Other securities	—	—	$251K	0.5%
Vanguard International Value	Mutual Funds	—	—	$238K	0.5%
New Alternatives Fund, Inc. New Alternatives Class A	Common Stocks	—	—	$232K	0.5%
American Funds American Fund 2060 Target Date Ret R6	Mutual Funds	—	—	$222K	0.5%
American Century American Century Bond Fund of America R6	Mutual Funds	—	—	$214K	0.5%
American Funds American Fund 2025 Target Date Ret R6	Mutual Funds	—	—	$209K	0.5%
Goldman Sachs Goldman Sachs Growth Opp Class I	Other securities	—	—	$206K	0.4%
Artisan Small Cap Investor Fund	Other securities	—	—	$203K	0.4%
Northern Global Northern Global Sustainability Index	Other securities	—	—	$156K	0.3%
State Street State Street Inst US Equity Fund	Other securities	—	—	$147K	0.3%
Principal High Yield Fund Instl Class	Other securities	—	—	$116K	0.3%
Notes Receivable * Notes receivable from participants 5.25% to 10.50% $0	Bonds / Notes	—	—	$113K	0.2%
PIMCO Total Return Fund Instl Class	Mutual Funds	—	—	$72K	0.2%
Cash and cash equivalents * Charles Schwab Bank Savings Money Market	Mutual Funds	—	—	$20K	<0.1%