Original filing (PDF)20251013100139NAL0002332226001

Cochener Garvey Capital Partners, Inc.

Name: Cochener Garvey Capital Partners, Inc. — Form 5500 Plan 002 (2024)
Creator: Cochener Garvey Capital Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cochener Garvey Employee's 401(k) Plan

401(k) retirement plan · Cochener Garvey Capital Partners, Inc.'s Cochener Garvey Employee's 401(k) Plan held $20.6M in plan assets for 265 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

1 failed disclosure

Active participants

265

Accounts w/ balance

387

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COCHENER GARVEY CAPITAL PARTNERS, INC..

Plan sponsor

Name

COCHENER GARVEY CAPITAL PARTNERS, INC.

EIN

46-1135561all filings

Address

423 E DOUGLAS AVE · WICHITA, KS · 67202

Phone

(316) 691-4510

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$44K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	ADVISOR	$0	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

24 direct securities · 1 pooled fund· $20.2M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$15.9M

16 holdings

Common Collective Trusts

$2.5M

8 holdings

Common Collective Trust

$1.9M

1 holding

					% of plan
American Funds Target Date 2025 R4 Mutual Fund	Mutual Funds	—	—	$4.1M	19.8%
American Funds Target Date 2030 R4 Mutual Fund	Mutual Funds	—	—	$2.7M	12.9%
GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001	Common Collective Trust	—	—	$1.9M	9.1%
American Funds Target Date 2040 R4 Mutual Fund	Mutual Funds	—	—	$1.9M	9.0%
American Funds Target Date 2035 R4 Mutual Fund	Mutual Funds	—	—	$1.8M	8.9%
American Funds Target Date 2045 R4 Mutual Fund	Mutual Funds	—	—	$1.3M	6.2%
American Funds Target Date 2050 R4 Mutual Fund	Mutual Funds	—	—	$988K	4.8%
American Funds Target Date 2010 R4 Mutual Fund	Mutual Funds	—	—	$935K	4.5%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$754K	3.7%
American Funds Target Date 2055 R4 Mutual Fund	Mutual Funds	—	—	$679K	3.3%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$625K	3.0%
American Funds Target Date 2060 R4 Mutual Fund	Mutual Funds	—	—	$625K	3.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$335K	1.6%
Fidelity Advisor Total Bond A Fund Mutual Fund	Mutual Funds	—	—	$304K	1.5%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$260K	1.3%
Janus Hnderson Enterprise S Fund Mutual Fund	Mutual Funds	—	—	$181K	0.9%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$181K	0.9%
Fidelity Advisor Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$171K	0.8%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$168K	0.8%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$95K	0.5%
Invesco Diversified Dividend A Fund Mutual Fund	Mutual Funds	—	—	$89K	0.4%
MFS Growth R3 Mutual Fund	Mutual Funds	—	—	$63K	0.3%
American Funds Intl Growth & Inc R4 Mutual Fund	Mutual Funds	—	—	$51K	0.2%
American Funds Target Date 2020 R4 Mutual Fund	Mutual Funds	—	—	$41K	0.2%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$33K	0.2%