How big is COGZ Systems, LLC's plan?

COGZ Systems, LLC's plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20250912151833NAL0003903554001

COGZ Systems, LLC

Name: COGZ Systems, LLC — COGZ Systems, LLC 401(k) Plan, Form 5500 (2024)
Creator: COGZ Systems, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COGZ Systems, LLC 401(k) Plan

401(k) retirement plan · COGZ Systems, LLC's COGZ Systems, LLC 401(k) Plan held $3.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

James Ambrose signed COGZ Systems, LLC's 2024 Form 5500 as plan administrator.

James Ambrose — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

COGZ Systems, LLC's EIN is 06-1603470.

EIN 06-1603470

Plan number 002

Plan year 2024

ACK ID 20250912151833NAL0003903554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COGZ Systems, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COGZ Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COGZ SYSTEMS, LLC.

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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