How big is Cook Financial Services' plan?

Cook Financial Services' plan reported $3.4M in assets and 3 participants for 2025.

Original filing (PDF)20260512202222NAL0007001537001

Cook Financial Services

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

Form 5500-SF

FILING_RECEIVED

Cook Financial Services Retirement Savings Plan

401(k) retirement plan · Cook Financial Services' Cook Financial Services Retirement Savings Plan held $3.4M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Cook Financial Services' EIN is 75-2463370.

EIN 75-2463370

Plan number 001

Plan year 2025

ACK ID 20260512202222NAL0007001537001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cook Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COOK FINANCIAL SERVICES.

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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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

COOK FINANCIAL SERVICES

EIN

all filings

Address

P.O. BOX 742675 · DALLAS, TX · 753742675

Phone

(972) 284-0002

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator