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COGENT STRATEGIC WEALTH, LLC

EIN 26-2017897-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
7
77 WEST WACKER DR, STE 4500 - CHICAGO, IL 60601312-382-8388cogentsw.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#020401k-$1.1M - 7 part

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Retirement#020

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

401k

Assets$1.1M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
020TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN401k$1.1M72025
Retirement plans
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