Cooper Carry Inc Profit Sharing Plan & Trust
Sponsored by Cooper Carry Inc · EIN 580863313 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 90
- With balances
- 243
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Neuberger Berman | Investment management, Direct payment from the plan | $81,216 |
| Wells Fargo Bank Na | Recordkeeping, Direct payment from the plan | $20,297 |
| Carr Riggs & Ingram | Accounting | $15,650 |