Cooper & Scully, P.C. 401(k) Plan
Sponsored by Cooper & Scully, P.C. · EIN 752478365 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 60
- With balances
- 108
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 |
|---|---|---|
| Cherry Bekaert Llp | Accounting | $4,725 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $1,370 |