AUMdb

The Cooper Companies, Inc. Retirement Income Plan

Sponsored by The Cooper Companies, Inc. · EIN 942657368 · Plan #001

Total assets
$161M
Net assets
$161M
Active participants
1,382
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Granite Fo, Llc CRD 323432 fuzzy_auto · 94% 2024
Bailard, Inc. CRD 110550 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Columbia Contrarian Core Instl Investment management $102,541
Mfs Investment management $29,162
Chartwell Investment management $20,279
Granite Investment management $19,887
Allspring Investment management $17,313
Baird Investment management $15,493
Tcw Investment management $11,454