Sponsor portfolio
COOPER FINANCIAL SERVICES, INC.
EIN 06-1126179financial servicesLatest filing 2025
Plans
1
Retirement
1
$320K assets
Welfare
0
Participants
4
1000 BRIDGEPORT AVE STE 308 - SHELTON, CT 064844669cooperfinservices.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $320K | 4 | 2025 |
Retirement plans