How big is S L Cooke's plan?

S L Cooke's plan reported $323K in assets and 2 participants for 2024.

Original filing (PDF)20250908115650NAL0011913667001

S L Cooke

Name: S L Cooke — S L Cooke Retirement Plan, Form 5500 (2024)
Creator: S L Cooke
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S L Cooke Retirement Plan

401(k) retirement plan · S L Cooke's S L Cooke Retirement Plan held $323K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

People on this filing

Jonathan Frisbie signed S L Cooke's 2024 Form 5500 as plan administrator.

Jonathan Frisbie — 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

S L Cooke's EIN is 06-0639131.

EIN 06-0639131

Plan number 001

Plan year 2024

ACK ID 20250908115650NAL0011913667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S L Cooke from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S L Cooke'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 S L COOKE.

Finding similar companies…

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 average account balance (94th percentile).

Plan sponsor

Name

S L COOKE

EIN

all filings

Address

PO BOX 350 · BRANFORD, CT · 064050350

Phone

(203) 488-2571

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Advanced Valve & Instrument, Inc.

Advanced Valve and Instrument, Inc. 401(k) Plan

$323K · 8 participants

Smith Food Machinery Inc.

Smith Food Machinery Inc. 401(k) P/S Plan

$324K · 3 participants

Apelott Industrial Sales, Inc.

Apelott Industrial Sales, Inc. 401(k) PS Plan

$324K · 4 participants

RDS Equipment, Inc.

RDS Equipment, Inc. 401(k) Plan

$324K · 9 participants

Trimax Mowing Systems

Trimax Mowing Systems 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.