Cooper Consolidated, Llc 401(k) Retirement Savings Plan
Sponsored by Cooper Consolidated, Llc · EIN 263175799 · Plan #001
- Total assets
- $28.5M
- Net assets
- $28.5M
- Active participants
- 203
- With balances
- 225
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $19,535 |
| Bourgeois Bennett Llc | Accounting | $11,000 |
| Institutional Investment Consulting | Other fees | $10,000 |
| Advised Assets Group, Llc | Investment management | $99 |