Original filing (PDF)20251014084340NAL0002426961001

COHEN SEQUOIA ENTERPRISES, LTD

Name: COHEN SEQUOIA ENTERPRISES, LTD — COHEN & COMPANY CASH BALANCE PLAN, Form 5500 (2024)
Creator: COHEN SEQUOIA ENTERPRISES, LTD

Form 5500

FILING_RECEIVED

COHEN & COMPANY CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$571

Net assets (EOY)

$571

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHEN SEQUOIA ENTERPRISES, LTD.

Plan sponsor

Name

COHEN SEQUOIA ENTERPRISES, LTD

EIN

26-4094604

Address

1350 EUCLID AVENUE, SUITE 800 · CLEVELAND, OH · 441151877

Phone

(216) 579-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

CORBETS & ASSOCIATES

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $571(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Charles Schwab Bank	—	—	$571	$571	100.0%

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