Assets by plan
Share of aggregate retirement assets
Filings through .
Cook & Bynum Capital Management, LLC
EIN 20-8030717investment managementLatest filing 2025
Plans
2
Retirement
2
$823K assets
Health & Benefits
0
Participants
14
2830 CAHABA ROAD - BIRMINGHAM, AL 35223205-994-2815cookandbynum.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $823K assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COOK & BYNUM CAPITAL MANAGEMENT, LLC 401(K) PLAN
401(k)
Assets$458K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COOK & BYNUM CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
Cash balance
Assets$365K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COOK & BYNUM CAPITAL MANAGEMENT, LLC 401(K) PLAN | 401(k) | $458K | 8 | 2025 |
| #002 | COOK & BYNUM CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | Cash balance | $365K | 6 | 2025 |
- #001 · 401(k) · 20258
- #002 · Cash balance · 20256
Retirement plans