The Retirement Plan For Employees Of The Cooper Group, Inc. And Participating Affiliates
Sponsored by The Cooper Group, Inc. · EIN 850871337 · Plan #001 · Mobile, AL
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 926
- With balances
- 866
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iron Capital Advisors | Investment advisory (participants) | $113,267 |
| Assured Partners Investment | Investment advisory (participants) | $39,294 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,328 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $1,825 |