What public Form 5500 filings show about the Cohen and Cohen, PA 401(k) plan — and how to find and check your own account.
Cohen and Cohen, PA (EIN 59-1392259) reports COHEN AND COHEN, PA 401(K) PLAN on its most recent Form 5500, with $1.5M in plan assets across 13 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 and Cohen, PA filing — schedules, fees, and providers.
Cohen and Cohen, PA’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 and Cohen, PAHR for the recordkeeper’s name and login.