Joseph W. Pooler, Jr. signed Cohen & Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cohen & Company, LLC's EIN is 01-0825075.
Download the official 2024 Form 5500 (PDF) for Cohen & Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cohen & Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
| JOHN HANCOCK | 01-0233346 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDEN CAPITAL LLC | — | JENKINTOWN, PA | NONE | $79K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s 20,586,810 - | Mutual Funds | — | — | $20.6M | 98.5% |
| — |
