Sponsor portfolio
COHEN & COMPANY, LLC
EIN 01-0825075accountingLatest filing 2025
Plans
2
Retirement
1
$24.1M assets
Welfare
1
Participants
250
2929 ARCH STREET, SUITE 1703 - PHILADELPHIA, PA 191042870215-701-9633LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COHEN & COMPANY, LLC 401(K) PLAN
401k
Assets$24.1M
Participants133
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
COHEN & COMPANY, LLC WELFARE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COHEN & COMPANY, LLC 401(K) PLAN | 401k | $24.1M | 133 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COHEN & COMPANY, LLC WELFARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans