· 2022–2024 · DOL EFAST2

Cohen & Grieb, P.A. — Cohen & Grieb, P.A. 401(k), Form 5500 (2025)

Original filing (PDF)20260610144548NAL0004609091001

Cohen & Grieb, P.A.

Form 5500-SF

FILING_RECEIVED

Cohen & Grieb, P.A. 401(k) Plan

401(k) retirement plan · Cohen & Grieb, P.A.'s Cohen & Grieb, P.A. 401(k) Plan held $8.9M in plan assets for 20 participants in 2025.

Active participants

20

Accounts w/ balance

22

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COHEN & GRIEB, P.A.

EIN

59-3670150all filings

Address

4890 WEST KENNEDY BLVD, SUITE 370 · TAMPA, FL · 33609

Phone

(813) 282-7243

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-10

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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