Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COHEN HAZAN GROUP LLC CASH BALANCE PLAN | CashBalance | $291K | 2 | 2025 | |
| 002 | COHEN HAZAN GROUP LLC PROFIT SHARING PLAN | ProfitSharing | $82K | 3 | 2025 |