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Original filing (PDF)20250926141910NAL0008645905001
COOLEY, INCORPORATED
Form 5500
FILING_RECEIVED
COOLEY, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
187
Accounts w/ balance
242
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds Target Date 2025 Retirement Fund R6" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOLEY, INCORPORATED.
Plan sponsor
Name
COOLEY, INCORPORATED
EIN
05-0124330
Address
50 ESTEN AVENUE · PAWTUCKET, RI · 02860
Phone
(401) 721-6207
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $22K | — |
Investments
26 direct securities · 1 pooled fund· $21.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.6M
26 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2025 Retirement Fund R6 | — | — | — | $5.7M | 27.2% | |
| American Funds Target Date 2035 Retirement Fund R6 | — | — | — | $5.2M | 24.7% | |
| American Funds Target Date 2030 Retirement Fund R6 | — | — | — | $2.4M | 11.6% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| American Funds Target Date 2040 Retirement Fund R6 | — | — | — | $1.2M | 5.7% | |
| American Funds Target Date 2045 Retirement Fund R6 | — | — | — | $1.1M | 5.2% | |
| MFS Growth Fund R6 | — | — | — | $493K | 2.3% | |
| American Funds Target Date 2050 Retirement Fund R6 | — | — | — | $489K | 2.3% | |
| American Funds Target Date 2055 Retirement Fund R6 | — | — | — | $456K | 2.2% | |
| Fidelity 500 Index Fund | — | — | — | $452K | 2.1% | |
| American Funds Target Date 2020 Retirement Fund R6 | — | — | — | $450K | 2.1% | |
| various dates through January 2030, collateralized by participants' vested account balances. | — | — | — | $442K | 2.1% | |
| Putnam Small Cap Growth Fund R6 | — | — | — | $224K | 1.1% | |
| JP Morgan Mid Cap Growth Fund R6 | — | — | — | $189K | 0.9% | |
| American Funds Target Date 2060 Retirement Fund R6 | — | — | — | $186K | 0.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $108K | 0.5% | |
| American Funds New World Fund R-6 | — | — | — | $88K | 0.4% | |
| PIMCO Income Fund Institutional Class | — | — | — | $78K | 0.4% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $66K | 0.3% | |
| American Funds Target Date 2015 Retirement Fund R6 | — | — | — | $51K | 0.2% | |
| American Funds Target Date 2010 Retirement Fund R6 | — | — | — | $49K | 0.2% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $42K | 0.2% | |
| Hartford Dividend and Growth Fund R6 | — | — | — | $40K | 0.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $22K | 0.1% | |
| PGIM High Yield Fund R6 | — | — | — | $12K | <0.1% | |
| JP Morgan International Equity Fund R6 | — | — | — | $7K | <0.1% | |
| John Hancock Bond Fund R6 | — | — | — | $4K | <0.1% |