Cocores Holdings, LLC DBA Ufinancial Group (EIN 82-2487164) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $8.2M in plan assets and 266 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Ufinancial Employees 401(k) Plan | 001 | 123 | $8.2M |
| Cocores Holdings, LLC DBA Ufinancial Group WRAP Plan | 504 | 143 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
82-2487164 is the Employer Identification Number (EIN) Cocores Holdings, LLC DBA Ufinancial Group 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?
