Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COHN AND SWARTZON PC
EIN 26-2233932law practiceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
28
1851 EAST 1ST STREET, SUITE 63O - SANTA ANA, CA 92705714-547-5110legalhelp123.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 28 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#002
COHN & SWARTZON PC 401(K) PLAN
401k
Assets$725K
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
COHN AND SWARTZON PC CASH BALANCE PLAN
CashBalance
Assets$541K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COHN & SWARTZON PC 401(K) PLAN | 401k | $725K | 16 | 2024 | |
| 003 | COHN AND SWARTZON PC CASH BALANCE PLAN | CashBalance | $541K | 12 | 2024 |
Retirement plans