How big is Cooper and Elliott, LLC's plan?

Cooper and Elliott, LLC's plan reported $5.8M in assets and 13 participants for 2024.

Original filing (PDF)20250624134019NAL0007302273001

Cooper and Elliott, LLC

Name: Cooper and Elliott, LLC — Cooper and Elliott, LLC, Form 5500 (2024)
Creator: Cooper and Elliott, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooper and Elliott, LLC 401(k) & PS Plan

401(k) retirement plan · Cooper and Elliott, LLC's Cooper and Elliott, LLC 401(k) & PS Plan held $5.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

REX Elliott signed Cooper and Elliott, LLC's 2024 Form 5500 as plan administrator.

REX Elliott — 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

Cooper and Elliott, LLC's EIN is 31-1435396.

EIN 31-1435396

Plan number 001

Plan year 2024

ACK ID 20250624134019NAL0007302273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cooper and Elliott, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cooper and Elliott, LLC'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 COOPER AND ELLIOTT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score