How big is Cooperative Solutions, LLC's plan?

Cooperative Solutions, LLC's plan reported $11.7M in assets and 16 participants for 2025.

Original filing (PDF)20260518151700NAL0000198641001

Cooperative Solutions, LLC

Name: Cooperative Solutions, LLC — Cooperative Solutions, Form 5500 (2025)
Creator: Cooperative Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooperative Solutions, LLC 401(k) Plan and Trust

401(k) retirement plan · Cooperative Solutions, LLC's Cooperative Solutions, LLC 401(k) Plan and Trust held $11.7M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

People on this filing

DAWN M Roberts signed Cooperative Solutions, LLC's 2025 Form 5500 as plan administrator.

DAWN M Roberts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cooperative Solutions, LLC's EIN is 04-3442336.

EIN 04-3442336

Plan number 002

Plan year 2025

ACK ID 20260518151700NAL0000198641001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cooperative Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cooperative Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COOPERATIVE SOLUTIONS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

COOPERATIVE SOLUTIONS, LLC

EIN

all filings

Address

845 DONALD LYNCH BLVD · MARLBOROUGH, MA · 017524704

Phone

(800) 842-1242

Industry

Finance & Insurance

Plan administrator