How big is Capossela, Cohen, LLC's plan?

Capossela, Cohen, LLC's plan reported $13.2M in assets and 21 participants for 2024.

Original filing (PDF)20251008144819NAL0005714529001

Capossela, Cohen, LLC

Name: Capossela, Cohen, LLC — Capossela, Cohen, LLC 401(k), Form 5500 (2024)
Creator: Capossela, Cohen, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capossela, Cohen, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Capossela, Cohen, LLC's Capossela, Cohen, LLC 401(k) Profit Sharing Plan held $13.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

People on this filing

David Fuchs signed Capossela, Cohen, LLC's 2024 Form 5500 as plan administrator.

David Fuchs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capossela, Cohen, LLC's EIN is 06-1415579.

EIN 06-1415579

Plan number 004

Plan year 2024

ACK ID 20251008144819NAL0005714529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capossela, Cohen, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capossela, Cohen, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPOSSELA, COHEN, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

CAPOSSELA, COHEN, LLC

EIN

all filings

Address

368 CENTER STREET · SOUTHPORT, CT · 068901432

Phone

(203) 254-7000

Industry

CPA Offices· Professional & Technical Services

Plan administrator