What public Form 5500 filings show about the AAA Cooper Transportation 401(k) plan — and how to find and check your own account.
AAA Cooper Transportation (EIN 63-0364620) reports AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $276.4M in plan assets across 5,236 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AAA Cooper Transportation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AAA Cooper Transportation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, STERLING CAPITAL MANAGEMENT LL, BARBACANE THORNTON &, BCG PENSION RISK CONSULTANTS, BARBACANE THORNTON, LPL HOLDINGS.
