How big is Cook Ross Inc. DBA BE Equitable's plan?

Cook Ross Inc. DBA BE Equitable's plan reported $2.5M in assets and 8 participants for 2024.

Original filing (PDF)20251009105527NAL0006864945001

Cook Ross Inc. DBA BE Equitable

Name: Cook Ross Inc. DBA BE Equitable — BE Equitable, Form 5500 (2024)
Creator: Cook Ross Inc. DBA BE Equitable
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BE Equitable 401(k) Plan

401(k) retirement plan · Cook Ross Inc. DBA BE Equitable's BE Equitable 401(k) Plan held $2.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Cook Ross Inc. DBA BE Equitable's EIN is 52-1640203.

EIN 52-1640203

Plan number 002

Plan year 2024

ACK ID 20251009105527NAL0006864945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cook Ross Inc. DBA BE Equitable from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cook Ross Inc. DBA BE Equitable's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COOK ROSS INC. DBA BE EQUITABLE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

COOK ROSS INC. DBA BE EQUITABLE

EIN

all filings

Address

1000 N. POST OAK ROAD, SUITE 220 · HOUSTON, TX · 77055

Phone

(301) 329-2853

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator