How big is Kognitiv, Inc.'s plan?

Kognitiv, Inc.'s plan reported $14.1M in assets and 114 participants for 2024.

Original filing (PDF)20250630121242NAL0011777137001

Kognitiv, Inc.

Name: Kognitiv, Inc. — Kognitiv, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Kognitiv, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kognitiv, Inc. 401(k) Plan

401(k) retirement plan · Kognitiv, Inc.'s Kognitiv, Inc. 401(k) Plan held $14.1M in plan assets for 114 participants in 2024.

Signals · 2

No recordkeeper disclosed13 service providers

Active participants

114

Accounts w/ balance

145

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

People on this filing

Ryan Obolewicz signed Kognitiv, Inc.'s 2024 Form 5500 as plan administrator.

Ryan Obolewicz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kognitiv, Inc.'s EIN is 81-1683887.

EIN 81-1683887

Plan number 001

Plan year 2024

ACK ID 20250630121242NAL0011777137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kognitiv, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kognitiv, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

KOGNITIV, INC

EIN

all filings

Address

810 CHESTNUT ST · WABAN, MA · 024682039

Phone

(857) 206-2247

Industry

Professional & Technical Services

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

13 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$2K	—
FIDELITY FUND	04-2647786	—	NONE	$0	—
COLUMBIA SMALL CAP FUND	94-1441976	—	NONE	$0	—

Investments

39 direct securities· $14.0M(99% of reported assets)

Other securities

$11.9M

27 holdings

Common Collective Trusts

$1.1M

3 holdings

Mutual Funds

$623K

7 holdings

Bonds / Notes

$200K

1 holding

Cash / Money Market

$158K

1 holding

					% of plan
T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUNDS	Other securities	—	—	$2.8M	20.2%
T. Rowe Price Retirement 2055 Inv Mutual Fund	Other securities	—	—	$2.6M	18.1%
T. Rowe Price Retirement 2050 Inv Mutual Fund	Other securities	—	—	$2.5M	17.5%
T. Rowe Price Retirement 2040 Inv Mutual Fund	Other securities	—	—	$1.2M	8.7%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.0M	7.3%
T. Rowe Price Retirement 2035 Inv Mutual Fund	Other securities	—	—	$605K	4.3%
T. Rowe Price Retirement 2060 Inv Mutual Fund	Other securities	—	—	$579K	4.1%
T. Rowe Price Blue Chip Growth Inv Mutual Fund	Other securities	—	—	$461K	3.3%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$228K	1.6%
T. Rowe Price Retirement 2065 Inv Mutual Fund	Other securities	—	—	$209K	1.5%
Participant Loans Interest rates of 4.25% to 9.50% -	Bonds / Notes	—	—	$200K	1.4%
T. Rowe Price Government Money Inv Money Market Fund	Cash / Money Market	—	—	$158K	1.1%
Fidelity Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$120K	0.9%
T. Rowe Price Retirement 2030 Inv Mutual Fund	Other securities	—	—	$104K	0.7%
Hartford Inflation Plus R5 Mutual Fund	Other securities	—	—	$101K	0.7%
Brown Advisory Sustainable Growth I Mutual Fund	Other securities	—	—	$99K	0.7%
Federated Hermes Inst Hi Yield Bond Inst Mutual Fund	Other securities	—	—	$94K	0.7%
Morgan Stanley Inst Global Opp I Mutual Fund	Other securities	—	—	$86K	0.6%
Janus Henderson Overseas N Mutual Fund	Mutual Funds	—	—	$74K	0.5%
Fidelity Mid Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$71K	0.5%
T. Rowe Price Total Eq Market Index Inv Mutual Fund	Other securities	—	—	$60K	0.4%
Allspring Spec Md Cp Val R6 Mutual Fund	Other securities	—	—	$59K	0.4%
Principal Mid Cap S&P 400 Index I Mutual Fund	Other securities	—	—	$55K	0.4%
Fidelity Select Chemicals Portfolio Fund Mutual Fund	Mutual Funds	—	—	$51K	0.4%
Fidelity Advisor Focus Emerging Mrkts Z Mutual Fund	Mutual Funds	—	—	$51K	0.4%
JPMORGAN CORE BOND R5 Mutual Fund	Other securities	—	—	$46K	0.3%
T. Rowe Price Corporate Income Inv Mutual Fund	Other securities	—	—	$46K	0.3%
Columbia Small Cap Index Instl2 Mutual Fund	Other securities	—	—	$44K	0.3%
Principal Small Cap S&P 600 Index R5 Mutual Fund	Other securities	—	—	$42K	0.3%
T. Rowe Price Intl Equity Index Inv Mutual Fund	Common Collective Trusts	—	—	$41K	0.3%
American Beacon Small Cap Value Y Mutual Fund	Other securities	—	—	$41K	0.3%
T. Rowe Price Equity Index 500 Inv Mutual Fund	Common Collective Trusts	—	—	$35K	0.2%
T. Rowe Price Global Multi-Sector Bd Mutual Fund	Other securities	—	—	$29K	0.2%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$29K	0.2%
T. Rowe Price Qm Us Bond Index Inv Mutual Fund	Other securities	—	—	$27K	0.2%
Columbia Small Cap Index, A Mutual Fund	Other securities	—	—	$27K	0.2%
T. Rowe Price Diversified Mid Cap Gr I Mutual Fund	Other securities	—	—	$6K	<0.1%
TRP Integr US Small Cap Gr Eq Fd Inv Mutual Fund	Other securities	—	—	$5K	<0.1%
T. Rowe Price Ret Balanced Inv Mutual Fund	Other securities	—	—	$3K	<0.1%