How big is COZY Management Group's plan?

COZY Management Group's plan reported $187K in assets and 73 participants for 2024.

Original filing (PDF)20251008143156NAL0003361267001

COZY Management Group

Name: COZY Management Group — COZY Management Group, Form 5500 (2024)
Creator: COZY Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COZY Management Group Retirement Plan

401(k) retirement plan · COZY Management Group's COZY Management Group Retirement Plan held $187K in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

Plan identifiers

COZY Management Group's EIN is 84-2906275.

EIN 84-2906275

Plan number 001

Plan year 2024

ACK ID 20251008143156NAL0003361267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COZY Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COZY Management Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off