Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
COHEN & COHEN PROFIT SHARING PLAN
EIN 13-2658414Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
2
C/O BLOOMSCHON CPAS LLC, 375 N. BROADWAY, SUITE 320 - JERICHO, NY 11753516-626-3992
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 2 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COHEN & COHEN SELF EMPLOYED PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COHEN & COHEN 401(K)PROFIT SHARING PLAN AND TRUST
401k
Assets$584K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COHEN & COHEN SELF EMPLOYED PROFIT SHARING PLAN | ProfitSharing | $1.0M | 1 | 2025 | |
| 004 | COHEN & COHEN 401(K)PROFIT SHARING PLAN AND TRUST | 401k | $584K | 1 | 2025 |
Retirement plans