Original filing (PDF)20241101091429NAL0006593778001

Cooperative Strategies, LLC

Name: Cooperative Strategies, LLC — Cooperative Strategies, Form 5500 (2023)
Creator: Cooperative Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooperative Strategies, LLC 401(k) PS Plan

401(k) retirement plan · Cooperative Strategies, LLC's Cooperative Strategies, LLC 401(k) PS Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Scott Newell signed Cooperative Strategies, LLC's 2023 Form 5500 as plan administrator.

Scott Newell — 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 Strategies, LLC's EIN is 20-8903972.

EIN 20-8903972

Plan number 001

Plan year 2023

ACK ID 20241101091429NAL0006593778001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cooperative Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cooperative Strategies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 STRATEGIES, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score