# Morison Cogen LLP
Source: https://planprovider.pro/provider/morison-cogen-llp

> Morison Cogen LLP is a trusted, full-service certified public accounting, tax, and business consulting firm serving private and public companies, non-profits…

Employee Benefit Plan Auditor

Bala Cynwyd, PA

## About Morison Cogen LLP

Morison Cogen LLP is a trusted, full-service certified public accounting, tax, and business consulting firm serving private and public companies, non-profits, and individuals in the U.S. and globally. Based in Bala Cynwyd, PA, Morison Cogen LLP has been providing dependable financial services for over 70 years. The firm is dedicated to attention to detail and has received the highest rating in the AICPA's Peer Review Program. For expert accounting and audit services, look to the leadership of Joseph J. Lucas, CPA, Chair of the firm’s Accounting & Audit Services Group. Joseph J. Lucas specializes in SEC and international practice, representing businesses in both the public and private sectors. Contact Morison Cogen LLP today for experienced CPA advice.

Website: [https://morisoncogen.com/](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|

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