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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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 |