How big is Kotlar, Hernandez and Cohen LLC's plan?

Kotlar, Hernandez and Cohen LLC's plan reported $3.4M in assets and 56 participants for 2023.

Original filing (PDF)20240617084218NAL0000835331001

Kotlar, Hernandez and Cohen LLC

Name: Kotlar, Hernandez and Cohen LLC — ADAM M. Kotlar, Form 5500 (2023)
Creator: Kotlar, Hernandez and Cohen LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADAM M. Kotlar, LLC 401(k) Plan

401(k) retirement plan · Kotlar, Hernandez and Cohen LLC's ADAM M. Kotlar, LLC 401(k) Plan held $3.4M in plan assets for 56 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Kotlar, Hernandez and Cohen LLC's EIN is 22-3495265.

EIN 22-3495265

Plan number 001

Plan year 2023

ACK ID 20240617084218NAL0000835331001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kotlar, Hernandez and Cohen LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kotlar, Hernandez and Cohen LLC'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 KOTLAR, HERNANDEZ AND COHEN LLC.

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Plan health score

Above-average plan

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

Knocking points off