Original filing (PDF)20251229132415NAL0018802737001

COBALT PARTNERS, INC

Name: COBALT PARTNERS, INC — COBALT PARTNERS, INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: COBALT PARTNERS, INC

Form 5500-SF

FILING_RECEIVED

COBALT PARTNERS, INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COBALT PARTNERS, INC.

Plan sponsor

Name

COBALT PARTNERS, INC

EIN

92-3610423

Address

6844 BARDSTOWN ROAD # 5014 · LOUISVILLE, KY · 40291

Phone

(502) 632-9934

Industry

Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PET SUSTAINABILITY COALITION

PET SUSTAINABILITY COALITION 401(K) PLAN

$4K

KROSKA MANAGEMENT LLC

KROSKA MANAGEMENT, LLC 401(K) PLAN

$4K · 1 participants

STONEWALL GROUP LLC

MASSAGE HEIGHTS STONEWALL GROUP

$4K · 13 participants

TECHNO ADVANCED INC

TECHNO ADVANCED INC 401K PLAN

$4K · 12 participants

TRINCI CONSULTING SERVICES LLC

TRINCI CONSULTING SERVICES LLC 401(K) PLAN

$4K · 5 participants