Cogentblue Wealth Advisors, LLC (EIN 83-3649312) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $284K in plan assets and 11 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Cogentblue Wealth Advisors 401(k) Plan | 001 | 6 | $172K |
| Cogentblue Wealth Advisors Cash Balance Plan | 002 | 5 | $113K |
83-3649312 is the Employer Identification Number (EIN) Cogentblue Wealth Advisors, LLC 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 Tennessee EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
