AUMdb

Cooper Farms Retirement Plan

Sponsored by Cooper Hatchery, Inc. · EIN 344852946 · Plan #001

Total assets
$130M
Net assets
$130M
Active participants
1,692
With balances
1,880

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Services Investment advisory (plan) $149,994
Empower Annuity Insurance Company Recordkeeping fees $86,998
Retirement Plan Concepts & Services Contract administrator $43,413
Shultz Huber & Associates Accounting $20,500