· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COHEN, COHEN & COMPANY, A PROFESSIONAL CORPORATION — COHEN, COHEN & COMPANY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250917160352NAL0000741472001
COHEN, COHEN & COMPANY, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
COHEN, COHEN & COMPANY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COHEN, COHEN & COMPANY, A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
COHEN, COHEN & COMPANY, A PROFESSIONAL CORPORATION
EIN
04-3403820
Address
222 LEWIS WHARF · BOSTON, MA · 02110
Phone
(617) 523-7010
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
RG & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS, LLC
RG & ASSOCIATES 401(K) PLAN
$2.5M · 35 participants
ERIC J. BLEILER, CPA & CO., LLC
ERIC J. BLEILER, CPA & CO., LLC 401(K) PLAN
$2.5M · 12 participants
GRODSKY, CAPORRINO & KAUFMAN, LLP
GRODSKY, CAPORRINO & KAUFMAN, LLP CASH BALANCE PLAN
$2.5M · 14 participants
BERARD & ASSOCIATES CPAS P C
BERARD & ASSOCIATES CPAS P C 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 17 participants
GREENE FORENSIC ACCOUNTING SOLUTIONS, LLP
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GREENE FORENSIC ACCOUNTING SOLUTIONS, LLP 401(K) P/S PLAN AND TRUST
$2.5M · 3 participants
VRS P.C.
VRS P.C. 401(K) PLAN
$2.5M · 30 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
