How big is Cogent Strategies, LLC's plan?

Cogent Strategies, LLC's plan reported $3.9M in assets and 14 participants for 2024.

Original filing (PDF)20250910154022NAL0035755088001

Cogent Strategies, LLC

Name: Cogent Strategies, LLC — Cogent Strategies 401(k), Form 5500 (2024)
Creator: Cogent Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cogent Strategies 401(k) Plan

401(k) retirement plan · Cogent Strategies, LLC's Cogent Strategies 401(k) Plan held $3.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Candice Hatfield signed Cogent Strategies, LLC's 2024 Form 5500 as plan administrator.

Candice Hatfield — 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

Cogent Strategies, LLC's EIN is 82-3355541.

EIN 82-3355541

Plan number 001

Plan year 2024

ACK ID 20250910154022NAL0035755088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cogent Strategies, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COGENT STRATEGIES, LLC.

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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