How big is Cobalt LLP's plan?

Cobalt LLP's plan reported $3.8M in assets and 11 participants for 2024.

Original filing (PDF)20250722145513NAL0002925105001

Cobalt LLP

Name: Cobalt LLP — Cobalt LLP Retirement Plan, Form 5500 (2024)
Creator: Cobalt LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cobalt LLP Retirement Plan

401(k) retirement plan · Cobalt LLP's Cobalt LLP Retirement Plan held $3.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

LISA Medina signed Cobalt LLP's 2024 Form 5500 as plan administrator.

LISA Medina — 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

Cobalt LLP's EIN is 20-2739459.

EIN 20-2739459

Plan number 001

Plan year 2024

ACK ID 20250722145513NAL0002925105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cobalt LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COBALT LLP

EIN

all filings

Address

1912 BONITA AVENUE · BERKELEY, CA · 94704

Phone

(510) 512-8065

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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