Leigh Gordon signed Cogency Global, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cogency Global, Inc.'s EIN is 13-3246732.
Download the official 2025 Form 5500 (PDF) for Cogency Global, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Cogency Global, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | 84-0467907 | — | RECORDKEEPER | $34K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Date Retirement 2035 " | Mutual Funds | — | — | $3.6M | 7.5% | |
| Vanguard 500 Index Admiral Shares " | Common Collective Trusts | — | — | $3.4M | 7.1% | |
| Vanguard Target Date Retirement 2040 " | Mutual Funds | — | — | $3.2M | 6.6% | |
| Vanguard Target Date Retirement 2050 " | Mutual Funds | — | — | $3.1M | 6.5% | |
| Vanguard Equity Income Admiral Shares " | Mutual Funds | — | — | $3.1M | 6.4% | |
| Vanguard Target Date Retirement 2030 " | Mutual Funds | — | — | $2.7M | 5.7% | |
| Vanguard Target Date Retirement 2025 " | Mutual Funds | — | — | $2.5M | 5.1% | |
| LARGE CAP GROWTH FUND II R1 GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 4.6% | |
| Vanguard Target Date Retirement 2020 " | Mutual Funds | — | — | $1.9M | 4.0% | |
| PGIM TOTAL RETURN BOND CIT CI-U GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.8M | 3.7% | |
| INTERNATIONAL EQUITY FUND FEE R1 GREAT GRAY · EIN 38-4139853 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.4% | |
| American Funds New Perspective " | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Target Date Retirement 2045 " | Mutual Funds | — | — | $1.5M | 3.1% | |
| Vanguard Balanced Index Admiral Shares " | Mutual Funds | — | — | $1.4M | 3.0% | |
| Vanguard Target Date Retirement 2055 " | Mutual Funds | — | — | $1.4M | 2.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 2.8% | |
| Vanguard Target Date Retirement 2060 " | Mutual Funds | — | — | $1.3M | 2.7% | |
| American Funds New World " | Mutual Funds | — | — | $1.2M | 2.5% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $959K | 2.0% | |
| Fidelity Advisor Technology " | Mutual Funds | — | — | $856K | 1.8% | |
| Ishares Russell Mid Cap Index " | Other securities | — | — | $761K | 1.6% | |
| Vanguard Small Cap Growth Index Admiral Shares " | Mutual Funds | — | — | $712K | 1.5% | |
| American Funds Inflation Linked Bond " | Mutual Funds | — | — | $666K | 1.4% | |
| Janus Henderson Multi-Sector Income " | Mutual Funds | — | — | $656K | 1.4% | |
| T.Rowe Price Health Sciences " | Other securities | — | — | $599K | 1.2% | |
| Participant Loans (5.00% - 9.50%) - | Bonds / Notes | — | — | $546K | 1.1% | |
| MFS Core Equity " | Mutual Funds | — | — | $431K | 0.9% | |
| DFA US Small Cap Growth Institutional " | Mutual Funds | — | — | $347K | 0.7% | |
| Vanguard Utilities Index Admiral Shares " | Mutual Funds | — | — | $342K | 0.7% | |
| COHEN & STEERS U.S. REALTY FUND CLA COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $332K | 0.7% | |
| American Funds American High Income Trust Mutual fund | Mutual Funds | — | — | $324K | 0.7% | |
| MFS MID CAP GROWTH CIT CLASS 2W GREAT GRAY · EIN 38-4126293 / PN 516 | Common Collective Trust | — | — | $317K | 0.7% | |
| SMALL CAP VALUE FUND III R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $282K | 0.6% | |
| Vanguard Target Date Retirement 2065 " | Mutual Funds | — | — | $238K | 0.5% | |
| Fidelity Select Energy Portfolio " | Mutual Funds | — | — | $228K | 0.5% | |
| Victory Trivalent International Small Cap " | Other securities | — | — | $221K | 0.5% | |
| Vanguard Financials Index Admiral Shares " | Mutual Funds | — | — | $130K | 0.3% | |
| Nomura Small Cap Core " | Other securities | — | — | $115K | 0.2% | |
| Vanguard Target Date Retirement Income " | Mutual Funds | — | — | $72K | 0.1% | |
| DFA Selectively Hedged Global " | Mutual Funds | — | — | $71K | 0.1% | |
| Vanguard Health Care Index Admiral Shares " | Mutual Funds | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2675571 |
| — |
| REG INV ADVISOR |
| $96K |
| — |
