Freddie Jacobs Jr. signed Cooper Family Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooper Family Management Company's EIN is 46-1766360.
Download the official 2024 Form 5500 (PDF) for Cooper Family Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooper Family Management Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE BALANCE FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $3.3M | 46.2% | |
| Northern Trust Asset Mgmt Nt Col S&P 500 Idx Fd Dc Nl 4 N/A | Common Collective Trusts | — | — | $1.2M | 16.4% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $436K | 6.0% | |
| MML Investment Advisers, LLC MassMutual Mid Cap Growth I N/A | Mutual Funds | — | — | $393K | 5.4% | |
| American Funds American Funds Europacific GR R6 N/A | Mutual Funds | — | — | $250K | 3.4% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2025 Cl 5 N/A | Mutual Funds | — | — | $233K | 3.2% | |
| Fidelity Total Bond K6 N/A | Mutual Funds | — | — | $206K | 2.8% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2040 Cl 5 N/A | Mutual Funds | — | — | $178K | 2.5% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2035 Cl 5 N/A | Mutual Funds | — | — | $162K | 2.2% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2045 Cl 5 N/A | Mutual Funds | — | — | $123K | 1.7% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2055 Cl 5 N/A | Mutual Funds | — | — | $96K | 1.3% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2060 Cl 5 N/A | Mutual Funds | — | — | $93K | 1.3% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 4.50% - 9.50% - | Bonds / Notes | — | — | $91K | 1.3% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2050 Cl 5 N/A | Mutual Funds | — | — | $88K | 1.2% | |
| Northern Trust Asset Mgmt Nt Acwi Ex Us Imi Fd Dc Nl Tier 4 N/A | Other securities | — | — | $75K | 1.0% | |
| Northern Trust Asset Mgmt Nt Col R1000 Gro Idx Fd Dc Nl 4 N/A | Common Collective Trusts | — | — | $62K | 0.9% | |
| Northern Trust Asset Mgmt Nt Col R2000 Idx Fd Dc Nl 4 N/A | Common Collective Trusts | — | — | $51K | 0.7% | |
| Massachusetts Financial Svcs Co Mfs Mid Cap Value Fund Ct N/A | Mutual Funds | — | — | $46K | 0.6% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 N/A | Other securities | — | — | $38K | 0.5% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2065 Cl 5 N/A | Mutual Funds | — | — | $31K | 0.4% | |
| Principal Funds Principal Small Cap Growth R6 N/A | Other securities | — | — | $24K | 0.3% | |
| Northern Trust Asset Mgmt Nt Col S&P 400 Idx Fd Dc Nl 4 N/A | Common Collective Trusts | — | — | $19K | 0.3% | |
| T Rowe Price T Rowe Price Ret Blend Slct TR 2030 Cl 5 N/A | Mutual Funds | — | — | $13K | 0.2% | |
| State Street Global Advisors Ssga Real Asset Fund Class C N/A | Other securities | — | — | $5K | <0.1% | |
| Victory Trivalent Victory Trivalent International Sm-Cp I N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
