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
83
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COHEN & ASSOCIATES, LLC.
Plan sponsor
Name
COHEN & ASSOCIATES, LLC
EIN
06-1530177
Address
19 LUDLOW ROAD, SUITE 102 · WESTPORT, CT · 068802050
Phone
(203) 557-6070
Industry
CPA Offices· Professional & Technical Servicessee all
