How big is Cooperdavis Financial Group LLC's plan?

Cooperdavis Financial Group LLC's plan reported $529K in assets and 6 participants for 2025.

Original filing (PDF)20260506073946NAL0002265184001

Cooperdavis Financial Group LLC

Name: Cooperdavis Financial Group LLC — Cooperdavis, Form 5500 (2025)
Creator: Cooperdavis Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooperdavis Financial Group LLC 401(k) PS Plan

401(k) retirement plan · Cooperdavis Financial Group LLC's Cooperdavis Financial Group LLC 401(k) PS Plan held $529K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

People on this filing

Dustin Osborne signed Cooperdavis Financial Group LLC's 2025 Form 5500 as plan administrator.

Dustin Osborne — 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

Cooperdavis Financial Group LLC's EIN is 46-0596141.

EIN 46-0596141

Plan number 001

Plan year 2025

ACK ID 20260506073946NAL0002265184001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cooperdavis Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cooperdavis Financial Group LLC's plan includes automatic enrollment, 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 COOPERDAVIS FINANCIAL GROUP 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