How big is Cooper Norman PLLC's plan?

Cooper Norman PLLC's plan reported $5.3M in assets and 104 participants for 2024.

Original filing (PDF)20251009145651NAL0003679779001

Cooper Norman PLLC

Name: Cooper Norman PLLC — Cooper Norman PLLC 401(k) Plan, Form 5500 (2024)
Creator: Cooper Norman PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooper Norman PLLC 401(k) Plan

401(k) retirement plan · Cooper Norman PLLC's Cooper Norman PLLC 401(k) Plan held $5.3M in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Ryan Mathews signed Cooper Norman PLLC's 2024 Form 5500 as plan administrator.

Ryan Mathews — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cooper Norman PLLC's EIN is 82-0343828.

EIN 82-0343828

Plan number 001

Plan year 2024

ACK ID 20251009145651NAL0003679779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cooper Norman PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cooper Norman PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score