Cooper Carry, Inc. 401(k) Plan
Sponsored by Cooper Carry, Inc. · EIN 580863313 · Plan #005
- Total assets
- $64.7M
- Net assets
- $64.7M
- Active participants
- 282
- With balances
- 417
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 |
|---|---|---|
| Silver Oak Securities Incorporated CRD 46947 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (other), Custodial (securities) | $206,364 |
| Pension Financial Services Inc. | Contract administrator, Consulting (pension) | $60,527 |
| Iron Co Fid Index Comprehensive | Investment management, Investment management fees (direct) | $29,774 |
| Carr, Riggs And Ingram | Accounting | $19,000 |
| Nationwide Life Insurance Company | Other fees | $0 |
| Silver Oak Securities Inc | Investment management, Investment management fees (direct) | $0 |