Filings through .
Sponsor portfolio
Steven Wade Cohen
EIN 26-0656887Educational ServicesLatest filing 2025
Plans
1
Retirement
1
$21K assets
Welfare
0
Participants
5
928 BONNIE WAY - BREA, CA 92821714-292-5003
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DECISION POINT COUNSELING - 401K PLAN | 401(k) | $21K | 5 | 2025 |
Retirement plans