How big is Morison Cogen LLP's plan?

Morison Cogen LLP's plan reported $11.3M in assets and 34 participants for 2024.

Original filing (PDF)20250924140936NAL0008761120001

Morison Cogen LLP

Name: Morison Cogen LLP — Morison Cogen LLP 401(k), Form 5500 (2024)
Creator: Morison Cogen LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morison Cogen LLP 401(k) Retirement Plan

401(k) retirement plan · Morison Cogen LLP's Morison Cogen LLP 401(k) Retirement Plan held $11.3M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

Joseph M. Kistner signed Morison Cogen LLP's 2024 Form 5500 as plan administrator.

Joseph M. Kistner — 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

Morison Cogen LLP's EIN is 23-1406493.

EIN 23-1406493

Plan number 001

Plan year 2024

ACK ID 20250924140936NAL0008761120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morison Cogen LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morison Cogen LLP'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 MORISON COGEN LLP.

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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

Knocking points off