How big is Cognitive Wealth Management's plan?

Cognitive Wealth Management's plan reported $17K in assets and 4 participants for 2024.

Original filing (PDF)20250717100327NAL0000026467001

Cognitive Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Cognitive Wealth Management 401(k) Plan

401(k) retirement plan · Cognitive Wealth Management's Cognitive Wealth Management 401(k) Plan held $17K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan identifiers

Cognitive Wealth Management's EIN is 84-3963311.

EIN 84-3963311

Plan number 001

Plan year 2024

ACK ID 20250717100327NAL0000026467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cognitive Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COGNITIVE WEALTH MANAGEMENT.

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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