Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COGENTBLUE WEALTH ADVISORS, LLC
EIN 83-3649312financial servicesLatest filing 2024
Plans
2
Retirement
2
$284K assets
Welfare
0
Participants
15
4533 PAPERMILL DRIVE, SUITE 105 - KNOXVILLE, TN 37909865-309-5892cogentbluewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $284K assets / 15 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#001
COGENTBLUE WEALTH ADVISORS 401(K) PLAN
401k
Assets$172K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COGENTBLUE WEALTH ADVISORS CASH BALANCE PLAN
CashBalance
Assets$113K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COGENTBLUE WEALTH ADVISORS 401(K) PLAN | 401k | $172K | 9 | 2024 | |
| 002 | COGENTBLUE WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $113K | 6 | 2024 |
Retirement plans