Original filing (PDF)20250624134019NAL0007302273001

COOPER AND ELLIOTT, LLC

Name: COOPER AND ELLIOTT, LLC — COOPER AND ELLIOTT, LLC 401K & PS PLAN, Form 5500 (2024)
Creator: COOPER AND ELLIOTT, LLC

Form 5500-SF

FILING_RECEIVED

COOPER AND ELLIOTT, LLC 401K & PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER AND ELLIOTT, LLC.

Plan sponsor

Name

COOPER AND ELLIOTT, LLC

EIN

31-1435396

Address

305 WEST NATIONWIDE BOULEVARD · COLUMBUS, OH · 43215

Phone

(614) 481-6000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HENRY, WILLIAMS & KINDER, PC

HENRY, WILLIAMS & KINDER, PC PROFIT SHARING PLAN

$5.8M · 9 participants

LAW OFFICES OF MCDONNELL & ASSOCIATES, P.C.

LAW OFFICES OF MCDONNELL & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

$5.8M · 15 participants

SHAHEEN LAW FIRM, PC

SHAHEEN LAW FIRM, PC 401(K) PROFIT SHARING PLAN

$5.8M · 59 participants

THOMAS & LOCICERO PL

THOMAS & LOCICERO 401(K) PROFIT SHARING PLAN

$5.8M · 15 participants

LOIS KULINSKY & ASSOCIATES, LTD.