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Sponsor portfolio

COGENCE, LLC

EIN 47-3797025-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
329 PROVIDENCE RD. - CHAPEL HILL, NC 27514919-564-6544
Plans on this EIN
2 filings
#001CashBalance-$1.3M - 3 part#002401k-$238K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#001)85%
  • PROFIT SHARING PLAN (#002)15%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COGENCE, LLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COGENCE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$238K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COGENCE, LLC CASH BALANCE PLANCashBalance$1.3M32025
002COGENCE, LLC 401(K) PROFIT SHARING PLAN401k$238K32025
Retirement plans
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