How big is Cooper Capital Advisors, LLC's plan?

Cooper Capital Advisors, LLC's plan reported $406K in assets and 5 participants for 2024.

Original filing (PDF)20251007175733NAL0008671248001

Cooper Capital Advisors, LLC

Name: Cooper Capital Advisors, LLC — Cooper Capital Group, Form 5500 (2024)
Creator: Cooper Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cooper Capital Group 401(k) Plan

401(k) retirement plan · Cooper Capital Advisors, LLC's Cooper Capital Group 401(k) Plan held $406K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

Parker Johnson signed Cooper Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Parker Johnson — 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 Capital Advisors, LLC's EIN is 84-2714389.

EIN 84-2714389

Plan number 001

Plan year 2024

ACK ID 20251007175733NAL0008671248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cooper Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cooper Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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