How big is Cognetic Capital Advisors' plan?

Cognetic Capital Advisors' plan reported $890K in assets and 6 participants for 2025.

Original filing (PDF)20260521062121NAL0001951313001

Cognetic Capital Advisors

Name: Cognetic Capital Advisors — Cognetic Capital, Form 5500 (2025)
Creator: Cognetic Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cognetic Capital Advisors 401(k) PS Plan

401(k) retirement plan · Cognetic Capital Advisors' Cognetic Capital Advisors 401(k) PS Plan held $890K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$890K

Net assets (EOY)

$890K

People on this filing

John Buffa signed Cognetic Capital Advisors' 2025 Form 5500 as plan administrator.

John Buffa — 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

Cognetic Capital Advisors' EIN is 81-5157874.

EIN 81-5157874

Plan number 001

Plan year 2025

ACK ID 20260521062121NAL0001951313001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cognetic Capital Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cognetic Capital Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

COGNETIC CAPITAL ADVISORS

EIN

all filings

Address

44 S BROADWAY · 11TH FLOOR · WHITE PLAINS, NY · 10601

Phone

(646) 532-5150

Industry

Finance & Insurance

Plan administrator