Original filing (PDF)20250926144508NAL0021866498001

COHEN & OSTLER, A PROFESSIONAL CORPORATION

Name: COHEN & OSTLER, A PROFESSIONAL CORPORATION — COHEN & OSTLER, APC 401(K) PLAN, Form 5500 (2024)
Creator: COHEN & OSTLER, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

COHEN & OSTLER, APC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHEN & OSTLER, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

COHEN & OSTLER, A PROFESSIONAL CORPORATION

EIN

77-0267026

Address

455 NORTH WHISMAN ROAD, SUITE 100 · MOUNTAIN VIEW, CA · 94043

Phone

(650) 938-3835

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

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

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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