How big is Citrin Cooperman Advisors LLC's plan?

Citrin Cooperman Advisors LLC's plan reported $10.4M in assets and 786 participants for 2024.

Original filing (PDF)20251015154405NAL0005027377002

Citrin Cooperman Advisors LLC

Name: Citrin Cooperman Advisors LLC — Citrin Cooperman, Form 5500 (2024)
Creator: Citrin Cooperman Advisors LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Citrin Cooperman Profit Sharing Plan - Plan No. 3

Defined-contribution retirement plan · Citrin Cooperman Advisors LLC's Citrin Cooperman Profit Sharing Plan - Plan No. 3 held $10.4M in plan assets for 786 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

786

Accounts w/ balance

839

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

Plan identifiers

Citrin Cooperman Advisors LLC's EIN is 87-2525370.

EIN 87-2525370

Plan number 004

Plan year 2024

ACK ID 20251015154405NAL0005027377002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citrin Cooperman Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citrin Cooperman Advisors LLC's plan includes profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CITRIN COOPERMAN ADVISORS LLC

EIN

all filings

Address

50 ROCKERFELLER PLAZA · NEW YORK, NY · 10020

Phone

(212) 697-1000

Industry

CPA Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

TMI CPA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

35 direct securities· $9.0M(86% of reported assets)

Mutual Funds

$5.6M

19 holdings

Common Collective Trusts

$2.8M

4 holdings

Other securities

$564K

11 holdings

Agency / Mortgage-Backed

$44K

1 holding

					% of plan
Fund: Adm Shares * Vanguard Institutional Index Fund Inst'l Mutual Fund -	Common Collective Trusts	—	—	$1.6M	15.5%
Vanguard Target Retirement 2035 Fund Mutual Fund -	Mutual Funds	—	—	$903K	8.7%
Vanguard Target Retirement 2025 Fund Mutual Fund -	Mutual Funds	—	—	$888K	8.5%
Vanguard Target Retirement 2040 Fund Mutual Fund -	Mutual Funds	—	—	$710K	6.8%
Shares * Vanguard Mid-Cap Index Fund Inst’l Shs Mutual Fund -	Common Collective Trusts	—	—	$551K	5.3%
Vanguard Target Retirement 2050 Fund Mutual Fund -	Mutual Funds	—	—	$509K	4.9%
Admiral Shares * Vanguard Small-Cap Index Fund Mutual Fund -	Common Collective Trusts	—	—	$502K	4.8%
Vanguard Target Retirement 2030 Fund Mutual Fund -	Mutual Funds	—	—	$500K	4.8%
Institutional Shares * Vanguard Target Retirement 2020 Fund Mutual Fund -	Mutual Funds	—	—	$446K	4.3%
Vanguard Target Retirement 2045 Fund Mutual Fund -	Mutual Funds	—	—	$445K	4.3%
Vanguard Treasury Money Market Fund Money Market Fund -	Mutual Funds	—	—	$389K	3.7%
Vanguard Target Retirement 2055 Fund Mutual Fund -	Mutual Funds	—	—	$342K	3.3%
Income Portfolio R6 Baron Growth Fund Mutual Fund -	Other securities	—	—	$147K	1.4%
Vanguard Target Retirement 2060 Fund Mutual Fund -	Mutual Funds	—	—	$120K	1.2%
Vanguard Target Retirement Income Mutual Fund -	Mutual Funds	—	—	$102K	1.0%
Vanguard Total Bond Market Index Fund Mutual Fund -	Common Collective Trusts	—	—	$95K	0.9%
Inst. Class Jensen Quality Growth Fund; Class Y Mutual Fund -	Other securities	—	—	$91K	0.9%
Columbia Contrarian Core Fund; Mutual Fund -	Other securities	—	—	$72K	0.7%
Institutional Shares * Vanguard Total International Stock Index Mutual Fund -	Mutual Funds	—	—	$57K	0.6%
Class Royce Premier Fund; Institutional Class Mutual Fund -	Other securities	—	—	$57K	0.6%
Oakmark International Fund; Investor Mutual Fund -	Other securities	—	—	$51K	0.5%
The Merger Fund Mutual Fund -	Other securities	—	—	$46K	0.4%
Vanguard Emerging Markets Stock Index Mutual Fund -	Mutual Funds	—	—	$45K	0.4%
Fund Admiral Shs * Vanguard GNMA Fund Admiral Shares Mutual Fund -	Agency / Mortgage-Backed	—	—	$44K	0.4%
American Funds Moderate Growth and Mutual Fund -	Mutual Funds	—	—	$41K	0.4%
BlackRock Strategic Income Mutual Fund -	Other securities	—	—	$37K	0.4%
Class PIMCO Total Return Fund; Institutional Mutual Fund -	Mutual Funds	—	—	$35K	0.3%
Vanguard Target Retirement 2065 Fund Mutual Fund -	Mutual Funds	—	—	$31K	0.3%
Opportunities Portfolio Carillon Scout Mid Cap Fund, Class I Mutual Fund -	Other securities	—	—	$28K	0.3%
Selected American Shares Fund; Class D Mutual Fund -	Other securities	—	—	$19K	0.2%
Vanguard Inflation-Protected Securities Mutual Fund -	Mutual Funds	—	—	$11K	0.1%
Institutional 3 Class DFA Global Real Estate Securities Mutual Fund -	Mutual Funds	—	—	$10K	<0.1%
Portfolio FPA Crescent Fund Mutual Fund -	Other securities	—	—	$9K	<0.1%
Grandeur Peak Int'l Opportunities Fund; Mutual Fund -	Other securities	—	—	$8K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund -	Mutual Funds	—	—	$5K	<0.1%