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COOPER VENTURE ASSOCIATES, LLC FORMERLY SGC CORP. — COOPER VENTURE ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240311124845NAL0034521409001
COOPER VENTURE ASSOCIATES, LLC FORMERLY SGC CORP.
Form 5500-SF
FILING_RECEIVED
COOPER VENTURE ASSOCIATES, LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
15
Plan assets (EOY)
$870K
Net assets (EOY)
$870K
Plan health score (directional)
86
/ 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
COOPER VENTURE ASSOCIATES, LLC FORMERLY SGC CORP.
.
Find decision makers
Plan sponsor
Name
COOPER VENTURE ASSOCIATES, LLC FORMERLY SGC CORP.
EIN
20-0784383
Address
408 SOUTH PIERCE AVENUE · LOUISVILLE, CO · 800273018
Phone
(303) 527-1700
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-03-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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