How big is Cogentblue Wealth Advisors, LLC's plan?

Cogentblue Wealth Advisors, LLC's plan reported $113K in assets and 5 participants for 2024.

Original filing (PDF)20251012092405NAL0000224065001

Cogentblue Wealth Advisors, LLC

Name: Cogentblue Wealth Advisors, LLC — Cogentblue Wealth, Form 5500 (2024)
Creator: Cogentblue Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cogentblue Wealth Advisors Cash Balance Plan

Defined-benefit pension plan · Cogentblue Wealth Advisors, LLC's Cogentblue Wealth Advisors Cash Balance Plan held $113K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

People on this filing

Heather Stewart signed Cogentblue Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Cogentblue Wealth Advisors, LLC's EIN is 83-3649312.

EIN 83-3649312

Plan number 002

Plan year 2024

ACK ID 20251012092405NAL0000224065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cogentblue Wealth Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COGENTBLUE WEALTH ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score