VALI Cooper and Associates, Inc. 401(k) Plan
What public Form 5500 filings show about the VALI Cooper and Associates, Inc. 401(k) plan — and how to find and check your own account.
The VALI Cooper and Associates, Inc. 401(k) on its latest Form 5500
VALI Cooper and Associates, Inc. (EIN 68-0284873) reports VALI COOPER AND ASSOCIATES PROFIT SHARING PLAN on its most recent Form 5500, with $1.5M in plan assets across 17 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 VALI Cooper and Associates, Inc. filing — schedules, fees, and providers.
Who runs the VALI Cooper and Associates, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your VALI Cooper and Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACEC RETIREMENT TRUST, ADVISED ASSETS GROUP.
How to check your VALI Cooper and Associates, Inc. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask VALI Cooper and Associates, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).