Original filing (PDF)20250422222631NAL0005059809061

COOPER ROGERS INSURANCE AGENCY LLC

Name: COOPER ROGERS INSURANCE AGENCY LLC — COOPER ROGERS INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: COOPER ROGERS INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

COOPER ROGERS INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COOPER ROGERS INSURANCE AGENCY LLC.

Plan sponsor

Name

COOPER ROGERS INSURANCE AGENCY LLC

EIN

81-5370097all filings

Address

1101 SATELLITE VIEW · 305 · ROUND ROCK, TX · 78665

Phone

(512) 797-1357

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator