AUMdb

Cooley Llp Cash Balance Plan 2018

Sponsored by Cooley Llp · EIN 941140085 · Plan #006

Total assets
$233M
Net assets
$229M
Active participants
337
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

Linked investment advisers

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

Firm Match Plan year
Alliancebernstein Corporation CRD 107445 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Alliance Bernstein L. P. Investment management, Direct payment from the plan, Investment management fees (direct) $198,730