Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COGLIANO PRIVATE WEALTH STRATEGIES, INC.
EIN 81-2638561Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
5
801 CASSATT ROAD, 300 BERWYN PARK, SUITE 205 - BERWYN, PA 19312610-232-0011
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN
CashBalance
Assets$631K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN
401k
Assets$621K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COGLIANO PRIVATE WEALTH STRATEGIES, INC. CASH BALANCE PLAN | CashBalance | $631K | 2 | 2024 | |
| 001 | COGLIANO PRIVATE WEALTH STRATEGIES, INC. 401(K) PLAN | 401k | $621K | 3 | 2024 |
Retirement plans