How big is Rosen and Cohen, LLC's plan?

Rosen and Cohen, LLC's plan reported $4.1M in assets and 4 participants for 2024.

Original filing (PDF)20251006134950NAL0003714129001

Rosen and Cohen, LLC

Name: Rosen and Cohen, LLC — Rosen & Cohen Profit Sharing, Form 5500 (2024)
Creator: Rosen and Cohen, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosen & Cohen Profit Sharing Plan

401(k) retirement plan · Rosen and Cohen, LLC's Rosen & Cohen Profit Sharing Plan held $4.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Gerald Cohen signed Rosen and Cohen, LLC's 2024 Form 5500 as plan administrator.

Gerald Cohen — 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

Rosen and Cohen, LLC's EIN is 26-1144503.

EIN 26-1144503

Plan number 001

Plan year 2024

ACK ID 20251006134950NAL0003714129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosen and Cohen, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosen and Cohen, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSEN AND COHEN, LLC.

Finding similar companies…

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

Helping the score