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  2. COHEN ORTHODONTICS, P.A.
Sponsor portfolio

COHEN ORTHODONTICS, P.A.

EIN 22-3594462-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
13
156 RAMPO VALLEY ROAD - MAHWAH, NJ 07430201-828-9188
Plans on this EIN
2 filings
#001ProfitSharing-$2.5M - 7 part#002CashBalance-$1.3M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PAN (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click row to drill in

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 ORTHODONTICS, P.A. PROFIT SHARING PAN

ProfitSharing

Assets$2.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COHEN ORTHODONTICS, P.A. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COHEN ORTHODONTICS, P.A. PROFIT SHARING PANProfitSharing$2.5M72025
002COHEN ORTHODONTICS, P.A. CASH BALANCE PLANCashBalance$1.3M62025
Retirement plans
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