MR. Kyle REIS signed Cooper Carry Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cooper Carry Inc.'s EIN is 58-0863313.
Download the official 2024 Form 5500 (PDF) for Cooper Carry Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cooper Carry Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO BANK NA | 94-1347393 | — | CUSTODIAN | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEUBERGER BERMAN | 13-5521910 | — | ADVISOR | $81K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Apple Inc 2250 shares | Common Stocks | — | $22K | $563K | 5.6% | |
| Money Market Fund * Principal Bank Principal Deposit Sweep Program | Cash / Money Market | — | $514K | $514K | 5.1% | |
| Berkshire Hathaway 750 shares | Other securities | — | $50K | $340K | 3.4% | |
| Amazon Com Inc Com 1350 shares | Common Stocks | — | $212K | $296K | 2.9% | |
| Church & Dwight Inc 2675 shares | Common Stocks | — | $202K | $280K | 2.8% | |
| Microsoft Corp 650 shares | Common Stocks | — | $239K | $274K | 2.7% | |
| US Government US Treasury Bill Due 3/20/2025 | U.S. Treasuries | — | $239K | $248K | 2.4% | |
| Alphabet Inc Cl C 1300 shares | Common Stocks | — | $181K | $248K | 2.4% | |
| Costco Wholesale Corp 270 shares | Common Stocks | — | $44K | $247K | 2.4% | |
| Mastercard Inc 425 shares | Common Stocks | — | $147K | $224K | 2.2% | |
| s - American Depository ASML Holding NV 305 shares | Common Stocks | — | $42K | $211K | 2.1% | |
| Mcdonalds Corp 725 shares | Common Stocks | — | $42K | $210K | 2.1% | |
| Municipal Bonds New Jersey St Due 6/15/2026, 4.608% | Bonds / Notes | — | $205K | $205K | 2.0% | |
| Intuit Com 300 shares | Common Stocks | — | $79K | $189K | 1.9% | |
| Eli Lilly & Co Com 225 shares | Common Stocks | — | $54K | $174K | 1.7% | |
| Motorola Solutions, Inc. 375 shares | Common Stocks | — | $40K | $173K | 1.7% | |
| Edwards Lifesciences Corp 2250 shares | Common Stocks | — | $17K | $167K | 1.6% | |
| Eog Resources, Inc 1175 shares | Common Stocks | — | $134K | $144K | 1.4% | |
| Jpmorgan Chase & Co 600 shares | Common Stocks | — | $90K | $144K | 1.4% | |
| Danaher Corp 625 shares | Common Stocks | — | $131K | $143K | 1.4% | |
| Jpmorgan Chase V-D Due 10/22/2027, 6.070% | Bonds / Notes | — | $125K | $128K | 1.3% | |
| BK Of Montreal Conv Due 6/04/2027, 5.370% | Bonds / Notes | — | $125K | $127K | 1.3% | |
| Intuit Sr Nt Due 09/15/2026, 5.250% | Bonds / Notes | — | $125K | $126K | 1.2% | |
| State Str Corp Due 3/18/2027, 4.993% | Bonds / Notes | — | $125K | $126K | 1.2% | |
| US Treasury Note Due 10/15/2026, 4.625% | U.S. Treasuries | — | $124K | $126K | 1.2% | |
| Abbvie Inc Due 3/15/2027, 4.800% | Corporate Bonds | — | $125K | $126K | 1.2% | |
| Pepsico Singapore Due 2/16/2027, 4.650% | Bonds / Notes | — | $125K | $126K | 1.2% | |
| Blackrock Funding Due 7/26/2027, 4.600% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Southern Cal Edison Due 6/1/2026, 4.900% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| John Deere Mtn V-Q Due 03/07/2025, 4.978% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Enterprise Products Due 1/11/2027, 4.600% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Marsh & Mclennan Cos Due 11/8/2027, 4.550% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Bank Of Nova Scotia Due 1/10/2025, 1.450% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Morgan Stan Mtn V-D Due 7/17/2026, 4.679% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Bk Ny Mellon Mtn V-D Due 7/24/2026, 4.414% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Royal Bank Ca Mtn Conv Due 10/18/2027, 4.510% | Bonds / Notes | — | $125K | $125K | 1.2% | |
| Eli Lilly & Co Due 8/14/2027, 4.150% | Bonds / Notes | — | $125K | $124K | 1.2% | |
| Unitedhealth Group Due 12/15/2025, 3.700% | Bonds / Notes | — | $125K | $124K | 1.2% | |
| Mastercard Incorpora Due 1/15/2028, 4.100% | Bonds / Notes | — | $125K | $124K | 1.2% | |
| National Rural Util Due 9/16/2027, 4.120% | Bonds / Notes | — | $125K | $123K | 1.2% | |
| Nextera Energy Inc 1700 shares | Common Stocks | — | $98K | $122K | 1.2% | |
| American Honda F Due 1/09/2026, 4.950% | Bonds / Notes | — | $120K | $120K | 1.2% | |
| Intercontin Exchange Due 05/23/2025, 3.650% | Bonds / Notes | — | $120K | $120K | 1.2% | |
| Meta Platforms Inc Cl A 200 shares | Common Stocks | — | $94K | $117K | 1.2% | |
| Unitedhealth Group Inc 215 shares | Common Stocks | — | $100K | $109K | 1.1% | |
| Broadcom Inc 450 shares | Common Stocks | — | $104K | $104K | 1.0% | |
| Thermo Fisher Scien Due 12/05/2026, 5.000% | Bonds / Notes | — | $100K | $101K | 1.0% | |
| Cooper Companies Inc 1050 shares | Common Stocks | — | $95K | $97K | 1.0% | |
| Thermo Fisher Scientific 180 shares | Other securities | — | $91K | $94K | 0.9% | |
| Cdw Corp/De 500 shares | Common Stocks | — | $82K | $87K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR RIGGS & INGRAM | 72-1396621 | — | ACCOUNTANT | $16K | — |
