How big is Persson, Cohen, Mooney, Fernandez & Jackson, PA's plan?

Persson, Cohen, Mooney, Fernandez & Jackson, PA's plan reported $2.8M in assets and 6 participants for 2025.

Original filing (PDF)20260515064137NAL0008004547001

Persson, Cohen, Mooney, Fernandez & Jackson, PA

Name: Persson, Cohen, Mooney, Fernandez & Jackson, PA — Form 5500 Plan 001 (2025)
Creator: Persson, Cohen, Mooney, Fernandez & Jackson, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Persson, Cohen, Mooney, Fernandez & Jackson, PA 401(k) Profit Sharing Plan

401(k) retirement plan · Persson, Cohen, Mooney, Fernandez & Jackson, PA's Persson, Cohen, Mooney, Fernandez & Jackson, PA 401(k) Profit Sharing Plan held $2.8M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Persson, Cohen, Mooney, Fernandez & Jackson, PA's EIN is 26-0024449.

EIN 26-0024449

Plan number 001

Plan year 2025

ACK ID 20260515064137NAL0008004547001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Persson, Cohen, Mooney, Fernandez & Jackson, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Persson, Cohen, Mooney, Fernandez & Jackson, PA's plan includes profit-sharing, a 401(k) feature, 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 PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA.

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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