AUMdb

Cohen & Company Cash Balance Plan

Sponsored by Cohen Sequoia Enterprises, Ltd · EIN 264094604 · Plan #002

Total assets
$571
Net assets
$571
Active participants
0
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.