How big is The Cohen Group, LLC.'s plan?

The Cohen Group, LLC.'s plan reported $8.9M in assets and 62 participants for 2024.

Original filing (PDF)20251002121109NAL0000327507001

The Cohen Group, LLC.

Name: The Cohen Group, LLC. — The Cohen Group, LLC 401(k), Form 5500 (2024)
Creator: The Cohen Group, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Cohen Group, LLC 401(k) Plan

401(k) retirement plan · The Cohen Group, LLC.'s The Cohen Group, LLC 401(k) Plan held $8.9M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Karen Brewer signed The Cohen Group, LLC.'s 2024 Form 5500 as plan administrator.

Karen Brewer — 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

The Cohen Group, LLC.'s EIN is 52-2287023.

EIN 52-2287023

Plan number 001

Plan year 2024

ACK ID 20251002121109NAL0000327507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Cohen Group, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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