Cohen, Frankel & Ruggiero LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cohen, Frankel & Ruggiero LLP
  • Sponsor EIN: 133849472
  • Sponsor Address: 20 VESEY STREET-SUITE 1200, NEW YORK, NY, 10007
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $305,841

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$305,841$8,944$0
20232$268,088$10,179$0
20223$232,287$14,090$0

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