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Original filing (PDF)20250910130151NAL0044479698001
COGNOSANTE, LLC
Form 5500
FILING_RECEIVED
COGNOSANTE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
946
Accounts w/ balance
1,719
Plan assets (EOY)
$89.1M
Net assets (EOY)
$89.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 116% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COGNOSANTE, LLC.
Plan sponsor
Name
COGNOSANTE, LLC
EIN
68-0121468
Address
1050 OAK CREEK DRIVE · LOMBARD, IL · 60148
Phone
(630) 620-0472
Industry
Professional & Technical Servicessee 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
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
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
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $299K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $6K | — |
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $3K | — |
Investments
35 direct securities · 2 pooled funds· $93.7M(100% 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.
Uncategorized
$85.5M
35 holdings
Common Collective Trust
$8.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd 500 Index Fund Adm Registered Investment Company $0 Vangrd Instit Index Fnd Ins Registered Investment Company | — | — | — | $10.5M | 11.8% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $8.5M | 9.5% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $8.1M | 9.1% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $7.9M | 8.8% | |
| 20 Voya Institutional Trust Company Vanguard Target Retirement 2045 Fund | — | — | — | $7.5M | 8.4% | |
| MFS GROWTH EQUITY CIT WILMINGTON TRUST, N.A. · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $6.6M | 7.5% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $6.3M | 7.1% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $4.9M | 5.5% | |
| 30 * Voya Institutional Trust Company Voya Fixed Account | — | — | — | $3.7M | 4.1% | |
| 22 Voya Institutional Trust Company Vanguard Target Retirement 2055 Fund | — | — | — | $3.0M | 3.4% | |
| 11 Voya Institutional Trust Company Vanguard MidCap Index Fund | — | — | — | $2.1M | 2.4% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $2.1M | 2.3% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $1.9M | 2.1% | |
| Putnam Lg Cp Val Tr -Cl IA CIT Common Collective Trust | — | — | — | $1.6M | 1.8% | |
| PUTNAM LARGE CAP VALUE TRUST CIT PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| 4 Voya Institutional Trust Company Janus Henderson Venture Fund | — | — | — | $1.6M | 1.8% | |
| 13 Voya Institutional Trust Company Vanguard Total Bond Mkt Index Fund | — | — | — | $1.6M | 1.8% | |
| 15 Voya Institutional Trust Company Vanguard Target Retirementment 2020 Fund | — | — | — | $1.5M | 1.7% | |
| 12 Voya Institutional Trust Company Vanguard SmallCap Index Fund Admiral | — | — | — | $1.5M | 1.7% | |
| 8 Voya Institutional Trust Company Mass Mutual MidCap Growth Fund | — | — | — | $1.3M | 1.5% | |
| MssMtl Md Cp Gr Fd I Registered Investment Company | — | — | — | $1.3M | 1.5% | |
| 2 Voya Institutional Trust Company American Funds American Balanced | — | — | — | $1.2M | 1.4% | |
| 5 Voya Institutional Trust Company JPMorgan Core Bond Fund | — | — | — | $1.2M | 1.4% | |
| Loan Fund Participant Loans - Rates 4.25% to 9.50% | — | — | — | $1.2M | 1.3% | |
| Notes Receivable from Participants Maturing at various dates through 2029 -0- | — | — | — | $1.2M | 1.3% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $593K | 0.7% | |
| 6 Voya Institutional Trust Company Fidelity Emerging Markets | — | — | — | $545K | 0.6% | |
| 26 Voya Institutional Trust Company Vanguard Target Retirement Income Fund | — | — | — | $523K | 0.6% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $523K | 0.6% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $469K | 0.5% | |
| 24 Voya Institutional Trust Company Vanguard Target Retirement 2065 Fund | — | — | — | $373K | 0.4% | |
| ClrBrg Intl Growth Fd IS Registered Investment Company | — | — | — | $320K | 0.4% | |
| 27 Voya Institutional Trust Company Vanguard Real Estate Index Admiral | — | — | — | $266K | 0.3% | |
| party date,rate of interest, collateral, par, or maturity date AmCen Small Cap Value Fund R6 Registered Investment Company | — | — | — | $241K | 0.3% | |
| Victory Trv Intl SmCp Fd R6 Registered Investment Company | — | — | — | $131K | 0.1% | |
| 25 Voya Institutional Trust Company Vanguard Target Retirement 2070 Fund | — | — | — | $34K | <0.1% | |
| 29 * Voya Institutional Trust Company Voya Government Money Market | — | — | — | $22K | <0.1% |
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