Cooperative Pension Plan
Sponsored by Cooperative Pension / Savings Board · EIN 311257147 · Plan #334
- Total assets
- $229M
- Net assets
- $229M
- Active participants
- 2,374
- 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 |
|---|---|---|
| Oxford Financial Group, Ltd. Llc CRD 105303 | deterministic · 100% | 2024 |
| Schauer Investment Management, Inc. CRD 283119 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nyhart | Actuarial, Direct payment from the plan, Contract administrator | $838,990 |
| Oxford Financial Group, Ltd | Investment advisory (plan), Direct payment from the plan | $147,920 |
| Schroder Investment Management | Investment management, Direct payment from the plan | $143,044 |
| The Northern Trust Company | Trustee (institutional), Direct payment from the plan | $124,076 |
| Baker & Hostetler, Llp | Legal, Direct payment from the plan | $111,170 |
| Forvis Mazars Llp | Accounting, Direct payment from the plan | $31,080 |
| Land O' Lakes Business Development | Consulting (pension), Direct payment from the plan | $10,000 |