Cooley Llp Salary Deferral And Profit Sharing Plan
Sponsored by Cooley Llp · EIN 941140085 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 2,641
- With balances
- 4,021
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Cooper Capital Advisors, Llc CRD 305121 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Evergreen Capital Management Llc CRD 104931 | fuzzy_auto · 99% | 2024 |
| Mariner Platform Solutions, Llc CRD 305418 | deterministic · 100% | 2024 |
| Roberts Wealth Advisors, Llc CRD 308827 | deterministic · 100% | 2024 |
| Dearborn Partners L.L.C. CRD 108147 | fuzzy_auto · 95% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Holdfast Wealth Management, Llc CRD 168007 | deterministic · 100% | 2024 |
| Jmg Financial Group Ltd CRD 110302 | deterministic · 100% | 2024 |
| Gemmer Asset Management Llc CRD 109034 | deterministic · 100% | 2024 |
| Pira Wealth Management Llc CRD 311967 | fuzzy_auto · 94% | 2024 |
| Sentinel Wealth Management, Inc. CRD 122235 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $269,641 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $74,608 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $43,763 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $30,732 |
| Cooper Capital Group | Investment advisory (participants), Direct payment from the plan | $28,242 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $27,314 |
| Evergreen Capital Management L | Investment advisory (participants), Direct payment from the plan | $27,086 |
| Jp Morgan Private Wealth Advis | Investment advisory (participants), Direct payment from the plan | $26,514 |
| Mariner Platform Solutions Llc | Investment advisory (participants), Direct payment from the plan | $26,453 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $25,944 |
| Roberts Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $22,987 |
| Dearborn Partners Llc | Investment advisory (participants), Direct payment from the plan | $19,724 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $16,572 |
| Private Ocean | Investment advisory (participants), Direct payment from the plan | $10,816 |
| Holdfast Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $10,229 |
| Jmg Financial Group Ltd | Investment advisory (participants), Direct payment from the plan | $9,729 |
| Gemmer Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $8,924 |
| Pillar Wealth Management Co | Investment advisory (participants), Direct payment from the plan | $8,384 |
| Sentinel Wealth Management Inc | Investment advisory (participants), Direct payment from the plan | $6,504 |