Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COHEN, FRANKEL & RUGGIERO LLP
EIN 13-3849472law practiceLatest filing 2024
Plans
2
Retirement
2
$684K assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $684K assets / 4 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#001
COHEN, FRANKEL & RUGGIERO LLP-PROFIT SHARING PLAN
ProfitSharing
Assets$379K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COHEN, FRANKEL & RUGGIERO LLP-MONEY PURCHASE PLAN
MoneyPurchase
Assets$306K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COHEN, FRANKEL & RUGGIERO LLP-PROFIT SHARING PLAN | ProfitSharing | $379K | 2 | 2024 | |
| 002 | COHEN, FRANKEL & RUGGIERO LLP-MONEY PURCHASE PLAN | MoneyPurchase | $306K | 2 | 2024 |
Retirement plans