Angela Rodriguez signed Cohen Ventures, Inc. DBA Energy Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cohen Ventures, Inc. DBA Energy Solutions' EIN is 94-3374199.
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)Cohen Ventures, Inc. DBA Energy Solutions' plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Cohen Ventures,Inc. dba Energy Solutions 30,000 shares of common stock | Common Stocks | — | $13.0M | $60.5M | 86.2% | |
| US Treasury Note Rate 4.125%, Matures 10/31/2027 | U.S. Treasuries | — | $1.5M | $1.5M | 2.1% | |
| US Treasury Note Rate 4.625%, Matures 10/15/2026 | U.S. Treasuries | — | $1.5M | $1.5M | 2.1% | |
| US Treasury Note Rate 4.875%, Matures 10/31/2028 | U.S. Treasuries | — | $1.5M | $1.5M | 2.1% | |
| US Treasury Note Rate 4.00%, Matures 10/31/2029 | U.S. Treasuries | — | $1.5M | $1.5M | 2.1% | |
| Money Market Fund UBS Liquid Assets Government Fund Money market fund | Cash / Money Market | — | $967K | $967K | 1.4% | |
| US Treasury Note Rate 4.875%, Matures 10/31/2030 | U.S. Treasuries | — | $646K | $639K | 0.9% | |
| Toyota Motor Credit Corp Corporate Notes. Rate 4.55%, Matures 8/9/2029 | Bonds / Notes | — | $37K | $36K | <0.1% | |
| Westpac Banking Corp 2/19/2025 | Common Stocks | — | $33K | $34K | <0.1% | |
| Santander Holdings USA, Inc. Corporate Notes. Rate 4.5%, Matures 7/17/2025 | Bonds / Notes | — | $32K | $30K | <0.1% | |
| Canadian Imperial Bank Corporate Notes. Rate 5.26%, Matures 4/8/2029 | Bonds / Notes | — | $28K | $28K | <0.1% | |
| Paypal Holdings, Inc Corporate Notes. Rate 3.9%. Matures 6/1/2027 | Bonds / Notes | — | $27K | $28K | <0.1% | |
| NVIDIA Corp Corporate Notes. Rate 3.2%, Matures 9/16/2026 | Bonds / Notes | — | $29K | $25K | <0.1% | |
| Global Payments, Inc. Corporate Notes. Rate 3.2%, Matures 8/15/2029 | Bonds / Notes | — | $24K | $24K | <0.1% | |
| Air Lease Corp 1/15/2026 | Common Stocks | — | $23K | $23K | <0.1% | |
| Centene Corp NTS 7/15/2028 | Bonds / Notes | — | $23K | $23K | <0.1% | |
| Natural Rural Utilities Corp Corporate Notes. Rate 4.85%, Matures 2/7/2029 | Bonds / Notes | — | $22K | $22K | <0.1% | |
| Southern California Edison Co 1/20/2027 | Common Stocks | — | $20K | $20K | <0.1% | |
| Discovery Comm Inc Corporate Notes. Rate 3.95% Matures 3/20/2028 | Bonds / Notes | — | $19K | $19K | <0.1% | |
| Pacific Gas and Electric Corporate Notes. Rate 2.1%, Matures 8/1/2027 | Bonds / Notes | — | $19K | $19K | <0.1% | |
| Howmet Aerospace, Inc. Corporate Notes. Rate 3.0%, Matures 1/15/2029 | Bonds / Notes | — | $18K | $19K | <0.1% | |
| General Motors 1/17/2027 | Other securities | — | $20K | $18K | <0.1% | |
| Pfizer Invt Ent NTS 5/19/2028 | Bonds / Notes | — | $16K | $16K | <0.1% | |
| Morgan Stanley 1/20/2027 | Other securities | — | $17K | $16K | <0.1% | |
| Bank of America 10/21/2027 | Other securities | — | $17K | $15K | <0.1% | |
| Walt Disney Company 9/17/2025 | Common Stocks | — | $15K | $14K | <0.1% | |
| ABBVIE Inc. Corporate Notes. Rate 3.2%, Matures 5/14/2026 | Bonds / Notes | — | $16K | $14K | <0.1% | |
| Wells Fargo & Co 10/23/2026 | Common Stocks | — | $15K | $14K | <0.1% | |
| Abbott Laboratories 3/15/2025 | Other securities | — | $12K | $12K | <0.1% | |
| Southern California Edison Co Corporate Notes. Rate 3.7%, Matures 8/1/2025 | Bonds / Notes | — | $13K | $12K | <0.1% | |
| Southern California Edison Co 11/01/2027 | Common Stocks | — | $8K | $8K | <0.1% | |
| John Deere Capital Corp 7/14/2028 | Common Stocks | — | $4K | $4K | <0.1% | |
| Broadcom Inc 9/15/2028 | Common Stocks | — | $4K | $4K | <0.1% | |
| Wells Fargo & Co 1/24/2029 | Common Stocks | — | $4K | $4K | <0.1% | |
| Morgan Stanley 1/27/2026 | Other securities | — | $2K | $2K | <0.1% | |
| John Deere Capital Corp 1/16/2029 | Common Stocks | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
