Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COHO PARTNERS, LTD.
EIN 23-3004662investment managementLatest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
59
300 BERWYN PARK, 801 CASSATT ROAD, SUITE 100 - BERWYN, PA 19312484-318-7575cohopartners.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.0M assets / 59 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
COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN
401k
Assets$9.7M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COHO PARTNERS, LTD ESOP OWNERSHIP PLAN
ESOP
Assets$395K
Participants31
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 | COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN | 401k | $9.7M | 28 | 2025 | |
| 002 | COHO PARTNERS, LTD ESOP OWNERSHIP PLAN | ESOP | $395K | 31 | 2025 |
Retirement plans