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COOPERATIVE ELDER SERVICES, INC. — COOPERATIVE ELDER SERVICES, INC. TAX-SHELTERED PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250407145442NAL0031447378001
COOPERATIVE ELDER SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
COOPERATIVE ELDER SERVICES, INC. TAX-SHELTERED PENSION PLAN
403(b) retirement plan
Active participants
24
Accounts w/ balance
48
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COOPERATIVE ELDER SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
COOPERATIVE ELDER SERVICES, INC.
EIN
04-2680168
Address
2352 MAIN STREET, SUITE 108 · CONCORD, MA · 01742
Phone
(781) 863-1166
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-07
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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