Sponsor portfolio
COCOON FINANCIAL SERVICES, INC.
EIN 85-1370523InformationLatest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
88
170 COLUMBUS AVE, SUITE 280 - SAN FRANCISCO, CA 94133408-890-1814
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 | COCOON FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $3.2M | 88 | 2025 |
Retirement plans