Back to filter
Original filing (PDF)20250728102805NAL0003053010001
COGNITIVE FX
Form 5500-SF
FILING_RECEIVED
COGNITIVE FX 401(K) PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
71
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COGNITIVE FX.
Plan sponsor
Name
COGNITIVE FX
EIN
47-1881429
Address
280 RIVER PARK DRIVE · SUITE 110 · PROVO, UT · 84604
Phone
(385) 375-8590
Industry
Health Care & Social Assistancesee 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
THE PALMIERO GROUP LLC
THE PALMIERO GROUP LLC PROFIT SHARING PLAN
$1.9M · 2 participants
LAKEVIEW ORAL AND MAXILLOFACIAL SURGERY, LTD.
LAKEVIEW ORAL AND MAXILLOFACIAL SURGERY, LTD. PENSION PLAN
$1.9M · 3 participants
MEDICAL HEALTHCARE SERVICES, P.C.
MEDICAL HEALTHCARE SERVICES, P.C. 401(K) PLAN
$1.9M · 8 participants
COPPIN & LANE PLLC
COPPIN & LANE PLLC 401(K) PLAN
$1.9M · 16 participants
GLENDALE AREA MEDICAL ASSOCIATION, INC
GLENDALE AREA MEDICAL GROUP RETIREMENT PLAN
$1.9M · 26 participants
ALLIANCE ORAL & MAXILLOFACIAL SURGERY, P.A.
AOMS RETIREMENT SAVINGS PLAN
$1.9M · 16 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants
