Cooperriis, Inc. 403(b) Plan
Sponsored by Cooperriis, Inc · EIN 562195372 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 188
- With balances
- 255
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Colton Groome Financial Advisors, Llc CRD 128365 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,344 |
| Colton Groome Financial Advisors | Investment advisory (plan) | $17,828 |
| Dwc Erisa Consultants, Llc | Contract administrator | $2,853 |