What public Form 5500 filings show about the Cooley LLP 401(k) plan — and how to find and check your own account.
Cooley LLP (EIN 94-1140085) reports COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN on its most recent Form 5500, with $1.3B in plan assets across 2,641 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 LLP 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 Cooley LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COOPER CAPITAL GROUP, ALLIANCE BERNSTEIN L P, CORIENT PRIVATE WEALTH, GEMMER ASSET MANAGEMENT, CERITY PARTNERS, SENTINEL WEALTH MANAGEMENT.
