COHEN, TAUBER, SPIEVACK & WAGNER, PC RETIREMENT PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
24
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
Plan health score
89
/ 100
Grade A
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
61
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHEN, TAUBER, SPIEVACK & WAGNER, P.C.
Plan sponsor
Name
COHEN, TAUBER, SPIEVACK & WAGNER, P.C
EIN
26-1630063
Address
420 LEXINGTON AVE · NEW YORK, NY · 101700002
Phone
(212) 586-5800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
COHEN, TAUBER, SPIEVACK & WAGNER, LLP
EIN
26-1630063
City
NEW YORK, NY
Phone
(212) 586-5800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
