How big is Berkowitz & Cohen, a Professional Corporation's plan?

Berkowitz & Cohen, a Professional Corporation's plan reported $10.7M in assets and 6 participants for 2025.

Original filing (PDF)20260302150112NAL0001144737001

Berkowitz & Cohen, a Professional Corporation

Name: Berkowitz & Cohen, a Professional Corporation — Form 5500 Plan 003 (2025)
Creator: Berkowitz & Cohen, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkowitz & Cohen, a Professional Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · Berkowitz & Cohen, a Professional Corporation's Berkowitz & Cohen, a Professional Corporation 401(k) Profit Sharing Plan held $10.7M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan identifiers

Berkowitz & Cohen, a Professional Corporation's EIN is 95-3898757.

EIN 95-3898757

Plan number 003

Plan year 2025

ACK ID 20260302150112NAL0001144737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berkowitz & Cohen, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berkowitz & Cohen, a Professional Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKOWITZ & COHEN, A PROFESSIONAL CORPORATION.

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Plan health score

Top-tier plan health

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