Back to filter
Original filing (PDF)20250906090315NAL0017892993001
COGZ SYSTEMS, LLC
Form 5500-SF
FILING_RECEIVED
COGZ SYSTEMS, LLC PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COGZ SYSTEMS, LLC.
Plan sponsor
Name
COGZ SYSTEMS, LLC
EIN
06-1603470
Address
58 STEEPLE VIEW LANE · WOODBURY, CT · 06798
Phone
(203) 560-9648
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-06
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Software Publishers plans
FOCUSCORE INC.
FOCUSCORE INC. 401(K) PLAN
$2.6M · 130 participants
FED REPORTER, INC.
FED REPORTER, INC. 401(K) PLAN
$2.6M · 25 participants
TEXTEXPANDER, INC.
TEXTEXPANDER 401(K) PLAN
$2.6M · 31 participants
TULIP INTERFACES, INC
TULIP 401K PLAN
$2.6M · 185 participants
QUALITY SOFTWARE SYSTEMS, INC.
QUALITY SOFTWARE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 17 participants
GOLDSTAR LEARNING INC
GOLDSTAR LEARNING INC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 12 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B