Cooperative Savings Plan
Sponsored by Cooperative Pension / Savings Board · EIN 311257147 · Plan #335
- Total assets
- $455M
- Net assets
- $455M
- Active participants
- 4,519
- With balances
- 5,435
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 |
|---|---|---|
| Oxford Financial Group, Ltd. Llc CRD 105303 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nyhart | Recordkeeping, Participant communication, Consulting fees | $405,476 |
| Oxford Financial Group, Ltd | Investment advisory (plan), Direct payment from the plan | $278,590 |
| Baker & Hostetler, Llp | Legal, Direct payment from the plan | $142,458 |
| Charles Schwab Trust Bank | Trustee (institutional), Trustee (directed), Direct payment from the plan | $139,560 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $25,910 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |