Original filing (PDF)20250423105900NAL0005778689001

COHEN CS & M, LLC

Name: COHEN CS & M, LLC — COHEN CS & M 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COHEN CS & M, LLC

Form 5500-SF

FILING_RECEIVED

COHEN CS & M 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

COHEN CS & M, LLC

EIN

46-4729992

Address

625 SW 7TH AVENUE · FT. LAUDERDALE, FL · 33315

Phone

(954) 226-3409

Industry

Real Estatesee all

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

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

PARISI MANAGEMENT GROUP, LLC

PARISI MANAGEMENT GROUP, LLC 401(K) PLAN

$233K · 7 participants

VIVID MORTGAGES, INC.

VIVID MORTGAGES, INC. 401(K) PROFIT SHARING PLAN

$233K · 8 participants

163RD STREET IMPROVEMENT COUNCIL, INC.

163RD STREET IMPROVEMENT COUNCIL, INC. 401(K) PLAN

$233K · 12 participants

LDG HOLDINGS INC.

LDG HOLDINGS INC. PROFIT SHARING PLAN

$233K · 1 participants

BLUE OCEAN TITLE LLC

BLUE OCEAN TITLE 401(K) PLAN