Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT N. COHEN
EIN 22-2817669Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
6
110 HARVARD ROAD - BOLTON, MA 01740978-779-5555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 6 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
ROBERT N. COHEN EMPLOYEES PENSION PLAN
ProfitSharing
Assets$2.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT N. COHEN DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$417K
Participants3
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 | ROBERT N. COHEN EMPLOYEES PENSION PLAN | ProfitSharing | $2.2M | 3 | 2025 | |
| 002 | ROBERT N. COHEN DEFINED BENEFIT PENSION PLAN | TraditionalDB | $417K | 3 | 2025 |
Retirement plans