Assets by plan
Share of aggregate retirement assets
68%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COOPER AND ELLIOTT, LLC 401K & PS PLAN | 401k | $6.8M | 18 | 2025 | |
| 002 | COOPER AND ELLIOTT, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.3M | 13 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COOPER AND ELLIOTT LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |