Original filing (PDF)20250713125422NAL0000164931001

RICHARD A. COHEN & DANIEL S. COHEN PC

Name: RICHARD A. COHEN & DANIEL S. COHEN PC — COHEN & COHEN 401(K) PLAN, Form 5500 (2024)
Creator: RICHARD A. COHEN & DANIEL S. COHEN PC

Form 5500-SF

FILING_RECEIVED

COHEN & COHEN 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

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.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD A. COHEN & DANIEL S. COHEN PC.

Plan sponsor

Name

RICHARD A. COHEN & DANIEL S. COHEN PC

EIN

47-4258654all filings

Address

258 GENESEE STREET · UTICA, NY · 13502

Phone

(315) 798-8830

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator