Original filing (PDF)20241010154427NAL0020461953001

ROBT. T. COCHRAN & CO., INC

Name: ROBT. T. COCHRAN & CO., INC — ROBT. T. COCHRAN & CO., INC RETIREMENT INCOME PLAN, Form 5500 (2023)
Creator: ROBT. T. COCHRAN & CO., INC

Form 5500-SF

FILING_RECEIVED

ROBT. T. COCHRAN & CO., INC RETIREMENT INCOME PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBT. T. COCHRAN & CO., INC.

Plan sponsor

Name

ROBT. T. COCHRAN & CO., INC

EIN

13-5000860

Address

UNIT 411 NEW YORK CITY TERMINAL MAR · BRONX, NY · 10474

Phone

(718) 991-2340

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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