How big is Dentons Cohen & Grigsby, P.C.'s plan?

Dentons Cohen & Grigsby, P.C.'s plan reported $150.7M in assets and 138 participants for 2024.

Original filing (PDF)20251030123102NAL0001189699001

Dentons Cohen & Grigsby, P.C.

Name: Dentons Cohen & Grigsby, P.C. — Dentons Cohen &, Form 5500 (2024)
Creator: Dentons Cohen & Grigsby, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dentons Cohen & Grigsby P.C. Pension Plan

Defined-contribution retirement plan · Dentons Cohen & Grigsby, P.C.'s Dentons Cohen & Grigsby P.C. Pension Plan held $150.7M in plan assets for 138 participants in 2024, with Schwab as recordkeeper.

Signals · 3

63% in single holdingHigh average account balanceSelf-directed brokerage offered

Active participants

138

Accounts w/ balance

214

Plan assets (EOY)

$150.7M

Net assets (EOY)

$150.7M

People on this filing

Joseph Sharp signed Dentons Cohen & Grigsby, P.C.'s 2024 Form 5500 as plan administrator.

Joseph Sharp — 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

Dentons Cohen & Grigsby, P.C.'s EIN is 25-1491692.

EIN 25-1491692

Plan number 001

Plan year 2024

ACK ID 20251030123102NAL0001189699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dentons Cohen & Grigsby, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dentons Cohen & Grigsby, P.C.'s plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

DENTONS COHEN & GRIGSBY, P.C.

EIN

all filings

Address

625 LIBERTY AVENUE · PITTSBURGH, PA · 15222

Phone

(412) 297-4900

Industry

Law Offices· Professional & Technical Services

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

2025-10-30

Pension benefit codes

2A · Age/service weighted or new comparability

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$27K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORT PITT CAPITAL GROUP LLC	47-5006020	—	NONE	$429K	—
DINUZZO PRIVATE WEALTH INC

Investments

30 direct securities· $167.2M(100% of reported assets)

Self-Directed Brokerage

$107.2M

1 holding

Mutual Funds

$26.6M

13 holdings

Other securities

$18.8M

8 holdings

Common Stocks

$11.0M

4 holdings

Common Collective Trusts

$3.4M

3 holdings

Bonds / Notes

$55K

1 holding

					% of plan
Personal Choice Retirement Self-directed Brokerage Accounts	Self-Directed Brokerage	—	—	$107.2M	71.1%
SCHWAB MARKETTRACK BALANCED Registered Investment Company	Mutual Funds	—	—	$8.8M	5.8%
Charles Schwab Market Track Balance Fund	Mutual Funds	—	—	$8.8M	5.8%
Mainstay Large Cap Growth R6 Fund	Other securities	—	—	$7.0M	4.6%
MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company	Common Stocks	—	—	$7.0M	4.6%
Diamond Hill Large Cap Y Fund	Other securities	—	—	$3.2M	2.1%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$3.2M	2.1%
Wasatch Funds Core Growth Institutional Fund	Other securities	—	—	$2.2M	1.5%
Artisan Mid Cap Instl	Other securities	—	—	$2.0M	1.3%
ARTISAN MIDCAP INSTL Registered Investment Company	Common Stocks	—	—	$2.0M	1.3%
Charles Schwab 1000 Index Investment Fund	Mutual Funds	—	—	$1.7M	1.1%
VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company	Common Collective Trusts	—	—	$1.6M	1.1%
Vanguard Total Stock Market Index Adm Fund	Common Collective Trusts	—	—	$1.6M	1.1%
Charles Schwab Market Track Growth Fund	Mutual Funds	—	—	$1.5M	1.0%
Boston Partners Small Cap Value Fund	Other securities	—	—	$1.4M	0.9%
Charles Schwab Value Advantage Money Fund	Mutual Funds	—	—	$1.4M	0.9%
John Hancock Disciplined Valuation Mid Cap R6 Fund	Other securities	—	—	$1.3M	0.9%
JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company	Common Stocks	—	—	$1.3M	0.9%
Harding Loevner Emerging Markets Fund	Other securities	—	—	$989K	0.7%
Eaton Vance FD Boston R6	Other securities	—	—	$725K	0.5%
Metropolitan West Total Return Bond Plan Fund	Common Stocks	—	—	$722K	0.5%
Vanguard Total Bond Market Index Adm Fund	Mutual Funds	—	—	$228K	0.2%
Charles Schwab Market Track Conservative Fund	Mutual Funds	—	—	$220K	0.1%
SCHWAB MARKETTRACK CONSERV Registered Investment Company	Mutual Funds	—	—	$220K	0.1%
Vanguard Large Cap Index Adm Fund	Mutual Funds	—	—	$190K	0.1%
Vanguard Small Cap Index Adm Fund	Mutual Funds	—	—	$175K	0.1%
Vanguard Total International Stock Index Adm Fund	Mutual Funds	—	—	$174K	0.1%
VANGUARD TOT INTL STK IDX ADM Registered Investment Company	Common Collective Trusts	—	—	$174K	0.1%
Vanguard Mid Cap Index Adm Fund	Mutual Funds	—	—	$62K	<0.1%
PARTICIPANT LOANS (4.25% - 9.25%)	Bonds / Notes	—	—	$55K	<0.1%