Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COOK M&A ADVISORY SERVICES, INC.
EIN 46-2413273venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
58
300 N. LASALLE DR, SUITE 2050 - CHICAGO, IL 60654312-755-5750cookma.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 58 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COOK M&A ADVISORY SERVICES 401(K)
401k
Assets$3.6M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COOK M&A ADVISORY SERVICES 401(K) | 401k | $3.6M | 33 | 2025 | |
| 002 | COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 25 | 2024 |
Retirement plans