PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Cohen Sequoia Enterprises, Ltd
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Cohen Sequoia Enterprises, Ltd

EIN 26-4094604-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
3
$140.4M assets
Health & Benefits
0
Participants
1,395
1350 EUCLID AVENUE, SUITE 800 - CLEVELAND, OH 441151877216-579-1040
Plans on this EIN
3 filings
#001401(k)-$76.1M - 1,013 part#003Profit-sharing-$64.3M - 379 part#002Cash balance-$571 - 3 part

Retirement portfolio analytics

3 plans aggregated / $140.4M assets / 1,395 participants

Assets by plan

Share of aggregate retirement assets

  • LTD. PROFIT SHARING/401(K) (#001)$76.1M
  • & TRUST (CARVE-OUT) (#003)$64.3M
  • CASH BALANCE PLAN (#002)$571
Total $140.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$140.4M
  • (Not disclosed)$571
Total $140.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LTD. PROFIT SHARING/401(K) (#001)1,013
  • & TRUST (CARVE-OUT) (#003)379
  • CASH BALANCE PLAN (#002)3
Total 1,395Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN

401(k)

Assets$76.1M
Participants1,013
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT)

Profit-sharing

Assets$64.3M
Participants379
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

COHEN & COMPANY CASH BALANCE PLAN

Cash balance

Assets$571
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN401(k)$76.1M1,0132024
#003COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT)Profit-sharing$64.3M3792024
#002COHEN & COMPANY CASH BALANCE PLANCash balance$57132024
  • COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN$76.1M
    #001 · 401(k) · 20241,013
  • COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT)$64.3M
    #003 · Profit-sharing · 2024379
  • COHEN & COMPANY CASH BALANCE PLAN$571
    #002 · Cash balance · 20243
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica