Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COHEN, PLACITELLA & ROTH, P.C.
EIN 23-2073579law practiceLatest filing 2024
Plans
2
Retirement
2
$23.3M assets
Welfare
0
Participants
99
2001 MARKET STREET, SUITE 2900 - PHILADELPHIA, PA 19103215-567-3500cprlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.3M assets / 99 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, PLACITELLA & ROTH, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$14.5M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COHEN, PLACITELLA & ROTH, P.C. CASH BALANCE PLAN
CashBalance
Assets$8.8M
Participants26
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, PLACITELLA & ROTH, P.C. 401(K) PROFIT SHARING PLAN | 401k | $14.5M | 73 | 2024 | |
| 002 | COHEN, PLACITELLA & ROTH, P.C. CASH BALANCE PLAN | CashBalance | $8.8M | 26 | 2024 |
Retirement plans