PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CITRIN COOPERMAN ADVISORS LLC
Sponsor portfolio

CITRIN COOPERMAN ADVISORS LLC

EIN 87-2525370-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
3
$391.8M assets
Welfare
0
Participants
4,987
50 ROCKEFELLER PLAZA - NEW YORK, NY 10020212-697-1000
Plans on this EIN
3 filings
#001401k-$369.8M - 2,909 part#002ProfitSharing-$11.6M - 1,130 part#004ProfitSharing-$10.4M - 948 part

Retirement portfolio analytics

3 plans aggregated / $391.8M assets / 4,987 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • COOPERMAN RETIREMENT Savings (#001)94%
  • PLAN NO. 1 (#002)3%
  • PLAN NO. 3 (#004)3%
Total $391.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COOPERMAN RETIREMENT Savings (#001)2,909
  • PLAN NO. 1 (#002)1,130
  • PLAN NO. 3 (#004)948
Total 4,987Click 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

CITRIN COOPERMAN RETIREMENT SAVINGS PLAN

401k

Assets$369.8M
Participants2,909
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 1

ProfitSharing

Assets$11.6M
Participants1,130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 3

ProfitSharing

Assets$10.4M
Participants948
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CITRIN COOPERMAN RETIREMENT SAVINGS PLAN401k$369.8M2,9092024
002CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 1ProfitSharing$11.6M1,1302024
004CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 3ProfitSharing$10.4M9482024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica