How big is Davids & Cohen Professional's plan?

Davids & Cohen Professional's plan reported $4.1M in assets and 23 participants for 2024.

Original filing (PDF)20250515153916NAL0014866259001

Davids & Cohen Professional

Name: Davids & Cohen Professional — Davids & Cohen, Form 5500 (2024)
Creator: Davids & Cohen Professional
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davids & Cohen Professional 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Davids & Cohen Professional's Davids & Cohen Professional 401(k) Profit Sharing Plan & Trust held $4.1M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

ADAM G Cohen signed Davids & Cohen Professional's 2024 Form 5500 as plan administrator.

ADAM G Cohen — 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

Davids & Cohen Professional's EIN is 20-0920966.

EIN 20-0920966

Plan number 001

Plan year 2024

ACK ID 20250515153916NAL0014866259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davids & Cohen Professional from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davids & Cohen Professional's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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