Original filing (PDF)20250408034423NAL0009880067001

COGROW FINANCE LLC

Name: COGROW FINANCE LLC — COGROW FINANCE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: COGROW FINANCE LLC

Form 5500-SF

FILING_RECEIVED

COGROW FINANCE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15

Net assets (EOY)

$15

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

COGROW FINANCE LLC

EIN

99-3236036

Address

4142 MARINER BLVD · BROOKSVILLE, FL · 346092468

Phone

(917) 403-5337

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

TKC SILVER ROSE INC

TKC SILVER ROSE INC 401(K) PROFIT SHARING PLAN & TRUST

$15 · 2 participants

POWERARENA CORPORATION

POWERARENA CORPORATION RETIREMENT TRUST

$15 · 1 participants

COVENANT GENERAL CONTRACTORS I

COVENANT GENERAL CONTRACTORS I 401(K) PROFIT SHARING PLAN & TRUST

$16 · 28 participants

CALUZ INC

CALUZ INC 401(K) PROFIT SHARING PLAN & TRUST

$14 · 4 participants

248 LLC

248 LLC 401(K) PROFIT SHARING PLAN & TRUST