form5500lookup

Form 5500 · Retirement plan · ARLINGTON, VA

COGNOSANTE, LLC

The filing calls this plan COGNOSANTE LLC 401(K) PLAN.

COGNOSANTE, LLC of ARLINGTON, VA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Mayas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0121468 · plan 001 · plan year 2025, filed Mar 11, 2026

Participants at the start of the year
1,736
Contracts on file
1
Contract value
—
Plan year end
May

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in May.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0May—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
COGNOSANTE, LLC
EIN 68-0121468
VOYA RETIREMENT INSURANCE & ANNUITY
SERVICE PROVIDER · EIN 71-0294708
$124,600
paid directly by the plan
CREATIVE PLANNING HOLD CO, LLC
SERVICE PROVIDER · EIN 84-4519624
$2,174
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Paid out in benefits
$5,773,533
Participants at the start of the year
1,736
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 45-5497718
KIMBERLIN COMPANY, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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