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COOPERDAVIS FINANCIAL GROUP LLC

EIN 46-0596141-investment management-Latest filing 2025
Plans
1
Retirement
1
$529K assets
Welfare
0
Participants
7
644 LOVETT AVE SE STE A - GRAND RAPIDS, MI 49506616-575-3546cooperdavis.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$529K - 7 part

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Retirement#001

COOPERDAVIS FINANCIAL GROUP LLC 401K PS PLAN

401k

Assets$529K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COOPERDAVIS FINANCIAL GROUP LLC 401K PS PLAN401k$529K72025
Retirement plans
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