What public Form 5500 filings show about the Cooper and Elliott, LLC 401(k) plan — and how to find and check your own account.
Cooper and Elliott, LLC (EIN 31-1435396) reports COOPER AND ELLIOTT, LLC 401K & PS PLAN on its most recent Form 5500, with $5.8M in plan assets across 13 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 Cooper and Elliott, LLC filing — schedules, fees, and providers.
Cooper and Elliott, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cooper and Elliott, LLCHR for the recordkeeper’s name and login.
