How big is Wilson, BAVE, Conboy, Cozza & Couzens, P.C.'s plan?

Wilson, BAVE, Conboy, Cozza & Couzens, P.C.'s plan reported $7.1M in assets and 12 participants for 2025.

Original filing (PDF)20260522094309NAL0003945536001

Wilson, BAVE, Conboy, Cozza & Couzens, P.C.

Name: Wilson, BAVE, Conboy, Cozza & Couzens, P.C. — Form 5500 Plan 002 (2025)
Creator: Wilson, BAVE, Conboy, Cozza & Couzens, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson, BAVE, Conboy, Cozza & Couzens, P.C. Incentive Savings Trust

401(k) retirement plan · Wilson, BAVE, Conboy, Cozza & Couzens, P.C.'s Wilson, BAVE, Conboy, Cozza & Couzens, P.C. Incentive Savings Trust held $7.1M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan identifiers

Wilson, BAVE, Conboy, Cozza & Couzens, P.C.'s EIN is 13-3081616.

EIN 13-3081616

Plan number 002

Plan year 2025

ACK ID 20260522094309NAL0003945536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wilson, BAVE, Conboy, Cozza & Couzens, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wilson, BAVE, Conboy, Cozza & Couzens, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON, BAVE, CONBOY, COZZA & COUZENS, P.C..

Finding similar companies…

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 (87th percentile).

Plan sponsor

Name

WILSON, BAVE, CONBOY, COZZA & COUZENS, P.C.

EIN

all filings

Address

707 WESTCHESTER AVENUE · SUITE 301 · WHITE PLAINS, NY · 106040000

Phone

(914) 686-9010

Industry

Law Offices· Professional & Technical Services

Plan administrator