Original filing (PDF)20260210131206NAL0002739073001

COHN, BIRNBAUM & SHEA, P.C.

Name: COHN, BIRNBAUM & SHEA, P.C. — COHN, BIRNBAUM & SHEA, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COHN, BIRNBAUM & SHEA, P.C.

Form 5500-SF

FILING_RECEIVED

COHN, BIRNBAUM & SHEA, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.1M

Net assets (EOY)

$24.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHN, BIRNBAUM & SHEA, P.C..

Plan sponsor

Name

COHN, BIRNBAUM & SHEA, P.C.

EIN

06-0970450

Address

CITY PLACE II 15TH FLOOR · HARTFORD, CT · 061034500

Phone

(860) 493-2200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2025-11-30

Filed

2026-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

AUSLEY MCMULLEN, P.A.

AUSLEY & MCMULLEN, P.A. RETIREMENT PLAN

$24.2M · 69 participants

HOFFMANN & BARON, LLP

HOFFMANN & BARON, LLP 401(K) SAVINGS PLAN

$24.2M · 39 participants

NABORS, GIBLIN & NICKERSON, P. A.

NABORS, GIBLIN & NICKERSON, P. A. 401(K) PLAN

$24.1M · 35 participants

LYNCH, COX, GILMAN & GOODMAN, PSC.

LYNCH, COX, GILMAN & GOODMAN, P.S.C. PROFIT SHARING PLAN AND TRUST

$24.1M · 30 participants

PRETZEL AND STOUFFER CHARTERED

PRETZEL AND STOUFFER CHARTERED PS AND SAVINGS PLAN