How big is Kotlar Cohen LLC's plan?

Kotlar Cohen LLC's plan reported $4.6M in assets and 66 participants for 2025.

Original filing (PDF)20260420103739NAL0000687139001

Kotlar Cohen LLC

Name: Kotlar Cohen LLC — Kotlar Cohen LLC 401(k) Profit, Form 5500 (2025)
Creator: Kotlar Cohen LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kotlar Cohen LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kotlar Cohen LLC's Kotlar Cohen LLC 401(k) Profit Sharing Plan & Trust held $4.6M in plan assets for 66 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Anthony M. Ward ESQ. signed Kotlar Cohen LLC's 2025 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — 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

Kotlar Cohen LLC's EIN is 83-2588237.

EIN 83-2588237

Plan number 001

Plan year 2025

ACK ID 20260420103739NAL0000687139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kotlar Cohen LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kotlar Cohen 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 KOTLAR COHEN LLC.

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Plan health score

Above-average plan

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