Jack Cooper 401(k) Plan
Sponsored by Jack Cooper Investments, Inc. · EIN 842621882 · Plan #003
- Total assets
- $88.1M
- Net assets
- $88.1M
- Active participants
- 2,259
- With balances
- 1,124
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $170,520 |
| Ubs Financial Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $125,373 |
| Bergankdc Llc | Accounting, Direct payment from the plan | $26,250 |