What public Form 5500 filings show about the Cooper Levenson, P.A. 401(k) plan — and how to find and check your own account.
Cooper Levenson, P.A. (EIN 22-1971679) reports COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2 on its most recent Form 5500, with $31.1M in plan assets across 120 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 Levenson, P.A. filing — schedules, fees, and providers.
Cooper Levenson, P.A.’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 Levenson, P.A.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HEALTH INSURANCE SOLUTIONS, MARSH & MCLENNAN AGENCY.
