Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $19.7M assets / 239 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COOK, FLATT & STROBEL, ENGINEERS, P.A. EMPLOYEES SAVINGS TRUST | 401(k) | $10.9M | 123 | 2025 |
| #003 | COOK, FLATT AND STROBEL ENGINEERS, P.A. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.8M | 116 | 2025 |