Citrin Cooperman Advisors LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Citrin Cooperman Advisors LLC (EIN 872525370)
  • Plan Type: 401(k)
  • Total Participants: 2,408
  • Total Assets: $369.8M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,408$369.8M$6.0M$30.3M

Service Providers

  • TMI CPA, P.C. — Accountant / Independent Qualified Public Accountant

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