Morison Cogen LLP

Employee Benefit Plan Auditor

Bala Cynwyd, PA

About Morison Cogen LLP

<p>Founded in 2012, Morison Cogen LLP is a CPA firm with 34 employees based in Bala Cynwyd in the Philadelphia metro area.</p> <p>The firm provides accounting and audit work, along with tax and business consulting services. Morison Cogen works with private and public companies, non-profits, and individuals across the U.S. and internationally. It also reports receiving the highest rating in the AICPA Peer Review Program.</p> <p>Audit leadership includes Joseph J. Lucas, CPA, Chair of the firm’s Accounting &amp; Audit Services Group. His background includes SEC and international practice for both public and private-sector businesses. A key differentiator is the combination of SEC and international experience within the firm’s audit leadership.</p> <p>For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> that coordinate with a broader CPA practice, Morison Cogen can be a fit.</p> <ul> <li>CPA firm providing audit, accounting, tax, and consulting services</li> <li>Headquartered in Bala Cynwyd (Philadelphia area), Pennsylvania</li> <li>Works with public and private companies, non-profits, and individuals</li> <li>AICPA Peer Review Program: highest rating noted</li> <li>Audit group chaired by Joseph J. Lucas, CPA (SEC and international practice)</li> </ul>

Website: https://morisoncogen.com/

Founded: 2012

Employees: 34

Office Locations

  • Bala Cynwyd, PA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 4
  • Total AUM Audited: $62.5M
  • 401(k): 4 plans, $62.5M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
ROYAL OAK ENTERPRISES 401(K) RETIREMENT PLAN ROYAL OAK ENTERPRISES, GA $29M 665
THE MERISANT US, INC. EMPLOYEES' SAVINGS AND RETIREMENT PLAN MERISANT US, INC., TX $19M 53
DICALITE MANAGEMENT GROUP, INC. TAX SHELTERED SAVINGS PLAN DICALITE MANAGEMENT GROUP, INC., PA $11M 293
AMZ MANUFACTURING CORPORATION 401(K) PLAN AMZ MANUFACTURING CORPORATION, PA $4M 248

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