OpenERISA

Cocores Holdings, LLC DBA Ufinancial Group

Mechanicsburg, PA, 17050

EIN 82-2487164
Plans
2
Total participants
1,153
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Ufinancial Employees 401(K) Plan123
2024Form 5500504Cocores Holdings, LLC DBA Ufinancial Group Wrap Plan143
2023Form 5500001Ufinancial Employees 401(K) Plan112
2023Form 5500504Cocores Holdings, LLC DBA Ufinancial Group Wrap Plan136
2022Form 5500001Ufinancial Employees 401(K) Plan95
2022Form 5500504Cocores Holdings, LLC DBA Ufinancial Group Wrap Plan125
2021Form 5500001Ufinancial Employees 401(K) Plan88
2021Form 5500504Cocores Holdings, LLC DBA Ufinancial Group Wrap Plan123
2020Form 5500001Ufinancial Employees 401(K) Plan104
2020Form 5500504Cocores Holdings, LLC DBA Ufinancial Group Wrap Plan104

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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