Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$18.7M
Filings through .
2 plans aggregated / $19.6M assets / 63 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TADJER-COHEN-EDELSON ASSOCIATES INC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $18.7M | 25 | 2025 |
| #003 | TADJER-COHEN-EDELSON ASSOCIATES INC (ESOP) AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $920K | 38 | 2025 |