Original filing (PDF)20250520105133NAL0001279827001

COHO PARTNERS, LTD.

Name: COHO PARTNERS, LTD. — COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COHO PARTNERS, LTD.

Form 5500-SF

FILING_RECEIVED

COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHO PARTNERS, LTD..

Plan sponsor

Name

COHO PARTNERS, LTD.

EIN

23-3004662

Address

300 BERWYN PARK · 801 CASSATT ROAD, SUITE 100 · BERWYN, PA · 19312

Phone

(484) 318-7575

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Finance & Insurance plans

LARSON FINANCIAL GROUP, LLC

LARSON FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$12.2M · 221 participants

GLOBAL TRUST COMPANY

NCIT BNY MELLON STABLE VALUE FUND

$12.2M

SIDOTI & COMPANY L.L.C.

SIDOTI & COMPANY RETIREMENT SAVINGS PLAN

$12.2M · 37 participants

EW HEALTHCARE MANAGEMENT, LP

EW HEALTHCARE MANAGEMENT, LP 401(K) RETIREMENT PLAN

$12.1M · 23 participants

PRAIRIE CAPITAL HOLDINGS, INC.

PRAIRIE CAPITAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN