Aaa Cooper Transportation Pension Plan For Eligible Employees
Sponsored by Aaa Cooper Transportation · EIN 630364620 · Plan #001 · Dothan, AL
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 297
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sterling Capital Management Inc CRD 106822 | fuzzy_auto · 98% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $160,605 |
| Sterling Capital Management Ll | Investment management, Direct payment from the plan | $84,541 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $81,498 |
| Bcg Pension Risk Consultants | Investment management, Direct payment from the plan | $60,000 |
| Barbacane, Thornton & Company | Accounting, Direct payment from the plan | $10,238 |