Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY M. COHEN, D.M.D., PC
EIN 95-4646045Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
12
436 N. ROXBURY DRIVE, SUITE 215 - BEVERLY HILLS, CA 902105017310-247-8880cohen-orthodontics.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JEFFERY M. COHEN, D.M.D., A PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$3.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY M. COHEN, D.M.D., APC PROFIT SHARING PLAN
ProfitSharing
Assets$2.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFERY M. COHEN, D.M.D., A PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $3.9M | 3 | 2025 | |
| 001 | JEFFREY M. COHEN, D.M.D., APC PROFIT SHARING PLAN | ProfitSharing | $2.5M | 9 | 2025 |
Retirement plans