OpenERISA

Cogentblue Wealth Advisors, LLC

Knoxville, TN, 37909

EIN 83-3649312
Plans
2
Total participants
22
Filing years
2024, 2023, 2022
NAICS
523110
Plan sponsors in TennesseeFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Cogentblue Wealth Advisors 401(K) Plan6
2024Form 5500-SF002Cogentblue Wealth Advisors Cash Balance Plan5
2023Form 5500-SF001Cogentblue Wealth Advisors 401(K) Plan3
2023Form 5500-SF002Cogentblue Wealth Advisors Cash Balance Plan5
2022Form 5500-SF001Cogentblue Wealth Advisors 401(K) Plan3

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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