Janel Scheick signed Cobalt Benefits Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cobalt Benefits Group, LLC's EIN is 27-1516730.
Download the official 2024 Form 5500 (PDF) for Cobalt Benefits Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cobalt Benefits Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$325 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.2M | 87.1% | |
| [Assets held in common collective trust] | Other | — | — | $1.9M | 9.1% | |
| RT NY LIFE AA CL 25 RELIANCE TRUST COMPANY · EIN 45-6350416 / PN 001 | Common Collective Trust | — | — | $1.9M | 9.1% | |
| [Assets held in participant loans] | Other | — | — | $291K | 1.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2K | <0.1% |
