Back to filter
Original filing (PDF)20250625130031NAL0007827921001
COGENT, INC.
Form 5500
FILING_RECEIVED
COGENT, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
279
Accounts w/ balance
333
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COGENT, INC..
Plan sponsor
Name
COGENT, INC.
EIN
44-0582909
Address
4525 NW 41ST STREET · SUITE 400 · RIVERSIDE, MO · 64150
Phone
(816) 221-0650
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISOR LLC | 27-3055170 | — | ADVISOR | $40K | — |
Investments
28 direct securities· $34.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Retirement 2030 Mutual Fund | — | — | — | $8.4M | 24.4% | |
| Vanguard Retirement 2035 Mutual Fund | — | — | — | $4.7M | 13.7% | |
| Vanguard Retirement 2050 Mutual Fund | — | — | — | $3.6M | 10.3% | |
| Vanguard Retirement 2025 Mutual Fund | — | — | — | $2.6M | 7.6% | |
| Vanguard Retirement 2040 Mutual Fund | — | — | — | $2.2M | 6.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.2M | 6.3% | |
| Vanguard Retirement 2055 Mutual Fund | — | — | — | $1.9M | 5.6% | |
| Vanguard Retirement 2045 Mutual Fund | — | — | — | $1.5M | 4.5% | |
| Vanguard Retirement 2060 Mutual Fund | — | — | — | $1.0M | 3.0% | |
| Vanguard Federal Money Market Money Market | — | — | — | $982K | 2.9% | |
| Mainstay Large Cap Growth Mutual Fund | — | — | — | $848K | 2.5% | |
| Vanguard Equity Income Mutual Fund | — | — | — | $687K | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $661K | 1.9% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $454K | 1.3% | |
| Notes Receivable from Participants Various participants, interest rates from 5.25% to 10.50% | — | — | — | $361K | 1.0% | |
| Vanguard Mid Cap Growth Index Mutual Fund | — | — | — | $258K | 0.7% | |
| Fidelity International Index Mutual Fund | — | — | — | $253K | 0.7% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $207K | 0.6% | |
| Vanguard Retirement 2065 Mutual Fund | — | — | — | $186K | 0.5% | |
| Vanguard Retirement 2020 Mutual Fund | — | — | — | $177K | 0.5% | |
| Vanguard Small Cap Growth Index Mutual Fund | — | — | — | $165K | 0.5% | |
| Vanguard Selected Value Mutual Fund | — | — | — | $164K | 0.5% | |
| JPM Small Cap Value Mutual Fund | — | — | — | $161K | 0.5% | |
| Vanguard Total Bond Market Mutual Fund | — | — | — | $144K | 0.4% | |
| DFA Emerging Markets Core Equity Mutual Fund | — | — | — | $121K | 0.4% | |
| Vanguard Retirement 2070 Mutual Fund | — | — | — | $101K | 0.3% | |
| BWG Global Opportunities Bond Mutual Fund | — | — | — | $58K | 0.2% | |
| Vanguard Short Term Bond Index Mutual Fund | — | — | — | $10K | <0.1% |