How big is Cogent Strategic Wealth, LLC's plan?

Cogent Strategic Wealth, LLC's plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20250708064704NAL0004463665001

Cogent Strategic Wealth, LLC

Name: Cogent Strategic Wealth, LLC — TPC Qualified Plans, Form 5500 (2024)
Creator: Cogent Strategic Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPC Qualified Plans LLC Retirement Savings Plan

401(k) retirement plan · Cogent Strategic Wealth, LLC's TPC Qualified Plans LLC Retirement Savings Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Melissa Versnik signed Cogent Strategic Wealth, LLC's 2024 Form 5500 as plan administrator.

Melissa Versnik — 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

Cogent Strategic Wealth, LLC's EIN is 26-2017897.

EIN 26-2017897

Plan number 020

Plan year 2024

ACK ID 20250708064704NAL0004463665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cogent Strategic Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COGENT STRATEGIC WEALTH, 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

Knocking points off