COGLIANO PRIVATE WEALTH STRATEGIES, INC.
EIN 81-2638561BERWYN, PA
COGLIANO PRIVATE WEALTH STRATEGIES, INC. (EIN 81-2638561) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.3M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
4
Total assets
$1.3M
A COGLIANO PRIVATE WEALTH STRATEGIES, INC. employee? See the COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 81-2638561
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| COGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN | 002 | 2 | $631K |
| COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN | 001 | 2 | $621K |
About this EIN
81-2638561 is the Employer Identification Number (EIN) COGLIANO PRIVATE WEALTH STRATEGIES, INC. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?