How big is Cosner Financial Group, LLC's plan?

Cosner Financial Group, LLC's plan reported $770K in assets and 6 participants for 2024.

Original filing (PDF)20250522091350NAL0002637779001

Cosner Financial Group, LLC

Name: Cosner Financial Group, LLC — Cosner Financial, Form 5500 (2024)
Creator: Cosner Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cosner Financial Group, LLC 401(k) Plan

401(k) retirement plan · Cosner Financial Group, LLC's Cosner Financial Group, LLC 401(k) Plan held $770K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

People on this filing

Ryan Cosner signed Cosner Financial Group, LLC's 2024 Form 5500 as plan administrator.

Ryan Cosner — 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

Cosner Financial Group, LLC's EIN is 30-0501283.

EIN 30-0501283

Plan number 002

Plan year 2024

ACK ID 20250522091350NAL0002637779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cosner Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COSNER FINANCIAL GROUP, 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