· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COGITATIVO, INC. — COGITATIVO, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711050236NAL0016635378001
COGITATIVO, INC.
Form 5500-SF
FILING_RECEIVED
COGITATIVO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
32
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COGITATIVO, INC.
.
Find decision makers
Plan sponsor
Name
COGITATIVO, INC.
EIN
47-1692551
Address
2001 ADDISON STREET · SUITE 300 · BERKELEY, CA · 94704
Phone
(952) 484-3908
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
A-GENERAL PLUMBING & SEWER SER
A-GENERAL PLUMBING & SEWER SER 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 38 participants
QUALITY BAKERIES, LLC DBA BURRY FOODS
BURRY FOODS CASH BALANCE PLAN
$1.9M · 9 participants
CONTEXT WALKS LLC
CONTEXT WALKS LLC RETIREMENT TRUST
$1.9M · 30 participants
BUILDOLOGY, INC.
BUILDOLOGY, INC. 401(K) PLAN
$1.9M · 41 participants
CREDOVA FINANCIAL LLC
CREDOVA FINANCIAL LLC 401K PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 19 participants
TEXAS CABLE ASSOCIATION, INC.
TEXAS CABLE ASSOCIATION, INC. PROFIT SHARING PLAN
$1.9M
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
