Cooley, Inc. Savings Plan
Sponsored by Cooley, Incorporated · EIN 050124330 · Plan #003
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 187
- With balances
- 242
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,372 |
| Global Retirement Partners Llc | Investment advisory (plan) | $22,000 |