COOK CASTLE ASSOCIATES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

7,121

Total plan assets

$291.4M

Filings (rows)

Direct comp

$104K

Indirect comp

SERVICES PROVIDED

Broker2

Other service providers1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN	KANSAS CITY, MO	Other service providers OTHER	3,023	$108.2M	$38K
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN	KANSAS CITY, MO	Broker INSURANCE BROKER	2,161	$97.4M	$44K
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2