How big is Cooper and Elliott LLC's plan?

Cooper and Elliott LLC's plan reported $7K in assets and 19 participants for 2024.

Original filing (PDF)20250729140837NAL0003420241001

Cooper and Elliott LLC

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

Form 5500-SF

FILING_RECEIVED

Cooper and Elliott LLC SOCA Benefit Plan

Health & welfare plan · Cooper and Elliott LLC's Cooper and Elliott LLC SOCA Benefit Plan held $7K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed Cooper and Elliott LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 501

Plan year 2024

ACK ID 20250729140837NAL0003420241001

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 health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score