Co Op 401(k) Plan
Sponsored by Coop Shared Services, Llc · EIN 814228205 · Plan #001
- Total assets
- $99.2M
- Net assets
- $99.2M
- Active participants
- 2,138
- With balances
- 1,474
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $56,497 |
| Aldrich Cpas & Advisors Llp | Accounting, Direct payment from the plan | $21,000 |
| Charles Schwab Investment Mgmt | Trustee (institutional), Direct payment from the plan | $15,257 |
| Agri Invest, Llc | Investment management, Direct payment from the plan | $10,281 |