What public Form 5500 filings show about the Cogent Wealth Management, LLC DBA IFP Advisors 401(k) plan — and how to find and check your own account.
Cogent Wealth Management, LLC DBA IFP Advisors (EIN 82-3393153) reports COGENT WEALTH MANAGEMENT, LLC DBA IFP ADVISORS 401(K) PLAN on its most recent Form 5500, with $4K in plan assets across 4 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 Cogent Wealth Management, LLC DBA IFP Advisors filing — schedules, fees, and providers.
Cogent Wealth Management, LLC DBA IFP Advisors’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 Cogent Wealth Management, LLC DBA IFP AdvisorsHR for the recordkeeper’s name and login.
