What public Form 5500 filings show about the Cogan Insurance Advisors, Inc. DBA Lindquist Insurance 401(k) plan — and how to find and check your own account.
Cogan Insurance Advisors, Inc. DBA Lindquist Insurance (EIN 83-1568646) reports LINDQUIST INSURANCE 401(K) PLAN on its most recent Form 5500, with $2.5M in plan assets across 25 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cogan Insurance Advisors, Inc. DBA Lindquist Insurance filing — schedules, fees, and providers.
Cogan Insurance Advisors, Inc. DBA Lindquist Insurance’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cogan Insurance Advisors, Inc. DBA Lindquist InsuranceHR for the recordkeeper’s name and login.
