Cohen & Company, Ltd. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cohen & Company, Ltd. is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $131,513 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $131,513
- Reported indirect compensation
- $0
- Total reported compensation
- $131,513
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Victory Capital Management, Inc. | TX | 1 | $29,000 |
| Middough Inc. | OH | 1 | $28,063 |
| Kurtz Bros., Inc. | OH | 1 | $22,000 |
| Industrial Manufacturing Company, LLC | OH | 1 | $20,000 |
| Bridgewater Short Term Investment Fund Ii, LLC | CT | 1 | $16,550 |
| Bw-M Pa 24, Ltd. | CT | 1 | $8,400 |
| Kent Displays Inc | OH | 1 | $7,500 |
State footprint
Plans reporting Cohen & Company, Ltd. are sponsored in OH (4), CT (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Victory Capital Management, Inc. | Victory Thb Smallcap Fund, LLC | 2023 | $29,000 | not reported in the loaded dataset |
| Middough Inc. | Middough Inc. Profit Sharing Plan | 2023 | $28,063 | not reported in the loaded dataset |
| Kurtz Bros., Inc. | Kurtz Bros., Inc. 401(K) Profit Sharing & Retirement Plan | 2023 | $22,000 | not reported in the loaded dataset |
| Industrial Manufacturing Company, LLC | Imc Companies 401(K) & Investment Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Bridgewater Short Term Investment Fund Ii, LLC | Bridgewater Short Term Investment Fund Ii, LLC | 2023 | $16,550 | not reported in the loaded dataset |
| Bw-M Pa 24, Ltd. | Bw-M Pa 24, Ltd. | 2023 | $8,400 | not reported in the loaded dataset |
| Kent Displays Inc | Kent Displays Inc 401k Profit Sharing Plan & Trust | 2023 | $7,500 | $0 |
Related Form 5500 pages
- Victory Thb Smallcap Fund, LLC (plan 001)
- Victory Capital Management, Inc. — all reported plans
- Middough Inc. Profit Sharing Plan (plan 001)
- Middough Inc. — all reported plans
- Kurtz Bros., Inc. 401(K) Profit Sharing & Retirement Plan (plan 001)
- Kurtz Bros., Inc. — all reported plans
- Imc Companies 401(K) & Investment Plan (plan 001)
- Industrial Manufacturing Company, LLC — all reported plans
- Bridgewater Short Term Investment Fund Ii, LLC (plan 001)
- Bridgewater Short Term Investment Fund Ii, LLC — all reported plans
- Bw-M Pa 24, Ltd. (plan 001)
- Bw-M Pa 24, Ltd. — all reported plans
- Kent Displays Inc 401k Profit Sharing Plan & Trust (plan 001)
- Kent Displays Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources