OpenERISA

Cofg Advisors, LLC

Oak Brook, IL, 60523

EIN 36-4192133
Plans
2
Total participants
151
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan19
2024Form 5500-SF002Cofg Brokerage Cash Balance Plan0
2023Form 5500-SF001Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan18
2023Form 5500-SF002Cofg Brokerage Cash Balance Plan16
2022Form 5500-SF001Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan17
2022Form 5500-SF002Cofg Brokerage Cash Balance Plan13
2021Form 5500-SF001Chicago Oakbrook Financial Group, INC. 401(K) Profit Sharing Plan18
2021Form 5500-SF002Cofg Brokerage Cash Balance Plan17
2020Form 5500-SF001Chicago Oakbrook Financial Group, INC. 401(K) Profit Sharing Plan17
2020Form 5500-SF002Cofg Brokerage, INC. Cash Balance Plan16

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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