What public Form 5500 filings show about the Cooley Enterprises, Inc. 401(k) plan — and how to find and check your own account.
Cooley Enterprises, Inc. (EIN 75-2646169) reports COOLEY ENTERPRISE, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $14.0M in plan assets across 1,240 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 Cooley Enterprises, Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cooley Enterprises, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ERISA FIDUCIARY SERVICES, LPL FINANCIAL - RPCP, MORNINGSTAR INVESTMENT MANAGEMENT L.
