How big is Cosgrove Partnership Inc.'s plan?

Cosgrove Partnership Inc.'s plan reported $431K in assets and 6 participants for 2024.

Original filing (PDF)20250922090619NAL0005016545001

Cosgrove Partnership Inc.

Name: Cosgrove Partnership Inc. — Cosgrove Partnership, Form 5500 (2024)
Creator: Cosgrove Partnership Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cosgrove Partnership, Inc. 401(k) Plan

401(k) retirement plan · Cosgrove Partnership Inc.'s Cosgrove Partnership, Inc. 401(k) Plan held $431K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

Plan identifiers

Cosgrove Partnership Inc.'s EIN is 03-0488896.

EIN 03-0488896

Plan number 001

Plan year 2024

ACK ID 20250922090619NAL0005016545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cosgrove Partnership Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cosgrove Partnership Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score