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  2. LAW OFFICE OF COREY COHEN, P. A.
Sponsor portfolio

LAW OFFICE OF COREY COHEN, P. A.

EIN 26-4196112-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
29
21 PARK LAKE STREET - ORLANDO, FL 32803407-246-0066
Plans on this EIN
2 filings
#001401k-$1.1M - 17 part#002CashBalance-$591K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • COHEN, P.A. 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COHEN, P.A. 401(K) (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LAW OFFICE OF COREY COHEN, P.A. 401(K) PLAN

401k

Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAW OFFICE OF COREY COHEN, P.A. CASH BALANCE PLAN

CashBalance

Assets$591K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAW OFFICE OF COREY COHEN, P.A. 401(K) PLAN401k$1.1M172024
002LAW OFFICE OF COREY COHEN, P.A. CASH BALANCE PLANCashBalance$591K122024
Retirement plans
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