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Original filing (PDF)20251015154405NAL0005027377002
CITRIN COOPERMAN ADVISORS LLC
Form 5500
FILING_RECEIVED
CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 3
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
786
Accounts w/ balance
839
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITRIN COOPERMAN ADVISORS LLC.
Plan sponsor
Name
CITRIN COOPERMAN ADVISORS LLC
EIN
87-2525370
Address
50 ROCKERFELLER PLAZA · NEW YORK, NY · 10020
Phone
(212) 697-1000
Industry
CPA 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
2025-10-15
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 reportedInvestments
36 direct securities· $9.0M(86% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund: Adm Shares * Vanguard Institutional Index Fund Inst'l Mutual Fund - | — | — | — | $1.6M | 15.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - | — | — | — | $903K | 8.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund - | — | — | — | $888K | 8.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - | — | — | — | $710K | 6.8% | |
| Shares * Vanguard Mid-Cap Index Fund Inst’l Shs Mutual Fund - | — | — | — | $551K | 5.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - | — | — | — | $509K | 4.9% | |
| Admiral Shares * Vanguard Small-Cap Index Fund Mutual Fund - | — | — | — | $502K | 4.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund - | — | — | — | $500K | 4.8% | |
| Institutional Shares * Vanguard Target Retirement 2020 Fund Mutual Fund - | — | — | — | $446K | 4.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - | — | — | — | $445K | 4.3% | |
| Vanguard Treasury Money Market Fund Money Market Fund - | — | — | — | $389K | 3.7% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - | — | — | — | $342K | 3.3% | |
| Income Portfolio R6 Baron Growth Fund Mutual Fund - | — | — | — | $147K | 1.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - | — | — | — | $120K | 1.2% | |
| Vanguard Target Retirement Income Mutual Fund - | — | — | — | $102K | 1.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund - | — | — | — | $95K | 0.9% | |
| Inst. Class Jensen Quality Growth Fund; Class Y Mutual Fund - | — | — | — | $91K | 0.9% | |
| Columbia Contrarian Core Fund; Mutual Fund - | — | — | — | $72K | 0.7% | |
| Institutional Shares * Vanguard Total International Stock Index Mutual Fund - | — | — | — | $57K | 0.6% | |
| Class Royce Premier Fund; Institutional Class Mutual Fund - | — | — | — | $57K | 0.6% | |
| Oakmark International Fund; Investor Mutual Fund - | — | — | — | $51K | 0.5% | |
| The Merger Fund Mutual Fund - | — | — | — | $46K | 0.4% | |
| Vanguard Emerging Markets Stock Index Mutual Fund - | — | — | — | $45K | 0.4% | |
| Fund Admiral Shs * Vanguard GNMA Fund Admiral Shares Mutual Fund - | — | — | — | $44K | 0.4% | |
| interest, collateral, (b) Identity of issue, borrower, lessor, par, or maturity (d) (e) Current (a) or similar party value Cost** value * Vanguard Short-Term Bond Index Fund Mutual Fund - | — | — | — | $42K | 0.4% | |
| American Funds Moderate Growth and Mutual Fund - | — | — | — | $41K | 0.4% | |
| BlackRock Strategic Income Mutual Fund - | — | — | — | $37K | 0.4% | |
| Class PIMCO Total Return Fund; Institutional Mutual Fund - | — | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund - | — | — | — | $31K | 0.3% | |
| Opportunities Portfolio Carillon Scout Mid Cap Fund, Class I Mutual Fund - | — | — | — | $28K | 0.3% | |
| Selected American Shares Fund; Class D Mutual Fund - | — | — | — | $19K | 0.2% | |
| Vanguard Inflation-Protected Securities Mutual Fund - | — | — | — | $11K | 0.1% | |
| Institutional 3 Class DFA Global Real Estate Securities Mutual Fund - | — | — | — | $10K | <0.1% | |
| Portfolio FPA Crescent Fund Mutual Fund - | — | — | — | $9K | <0.1% | |
| Grandeur Peak Int'l Opportunities Fund; Mutual Fund - | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund - | — | — | — | $5K | <0.1% |
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