Wengong WU signed Cooper Investors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooper Investors, Inc.'s EIN is 11-2807016.
Download the official 2024 Form 5500 (PDF) for Cooper Investors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooper Investors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $36K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COL TR STABLE HQ INC ADM5 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 077 | Common Collective Trust | — | — | $10.3M | 16.9% | |
| MFS MASS INV GRTH STK R4 | Registered Investment Companies | — | — | $9.7M | 15.9% | |
| COLUMBIA LG CAP IDX I | Registered Investment Companies | — | — | $9.4M | 15.4% | |
| FRANKLIN INCOME - ADVISOR | Registered Investment Companies | — | — | $3.3M | 5.5% | |
| AMERFUNDS WASH MUTUAL R5 | Registered Investment Companies | — | — | $3.1M | 5.1% | |
| TROWE PRICE HEALTH SCIENCES | Registered Investment Companies | — | — | $2.5M | 4.0% | |
| INVESCO GLOBAL Y | Registered Investment Companies | — | — | $2.3M | 3.7% | |
| AMERFUNDS AMER BALANCED - R5 | Registered Investment Companies | — | — | $1.9M | 3.0% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| AMF 2030 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| PRINCIPAL MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| AMERICAN FUNDS US GOV SEC R5 | Registered Investment Companies | — | — | $1.3M | 2.1% | |
| AMF 2035 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| AMF 2025 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $1.1M | 1.7% | |
| JOHN HANCOCK DIS VAL MID CAP I | Registered Investment Companies | — | — | $1.0M | 1.7% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $798K | 1.3% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $748K | 1.2% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $729K | 1.2% | |
| AMF 2040 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $658K | 1.1% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $596K | 1.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $557K | 0.9% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $492K | 0.8% | |
| AMF 2020 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $490K | 0.8% | |
| TCW CORE FIXED INCOME I | Registered Investment Companies | — | — | $466K | 0.8% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $463K | 0.8% | |
| TEMPLETON DEVELOPING MKTS ADV | Registered Investment Companies | — | — | $460K | 0.8% | |
| AMF 2015 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $454K | 0.7% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $394K | 0.6% | |
| AMF 2045 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $363K | 0.6% | |
| COLUMBIA MID CAP IDX I | Registered Investment Companies | — | — | $355K | 0.6% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $242K | 0.4% | |
| LORD ABBETT SH DUR INC I | Registered Investment Companies | — | — | $237K | 0.4% | |
| BLK ENERGY OPPORTUNITIES INSTL | Registered Investment Companies | — | — | $232K | 0.4% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $221K | 0.4% | |
| AMF 2050 TARGET DATE FD - R5 | Registered Investment Companies | — | — | $209K | 0.3% | |
| BLK NATURAL RES INSTL | Registered Investment Companies | — | — | $206K | 0.3% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $160K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $139K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $5K |
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