Original filing (PDF)20250430154710NAL0004279874001

BLAKE COOPER FINANCIAL SERVICES, LLC

Name: BLAKE COOPER FINANCIAL SERVICES, LLC — BLAKE COOPER FINANCIAL STRATEGIES 401(K) PLAN, Form 5500 (2024)
Creator: BLAKE COOPER FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

BLAKE COOPER FINANCIAL STRATEGIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$436K

Net assets (EOY)

$436K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLAKE COOPER FINANCIAL SERVICES, LLC.

Plan sponsor

Name

BLAKE COOPER FINANCIAL SERVICES, LLC

EIN

26-4385058

Address

2001 BROADWAY · LUBBOCK, TX · 79401

Phone

(806) 744-5511

Industry

Finance & Insurancesee all

Plan administrator