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Sponsor portfolio

GATES & COOPER LLP

EIN 95-4795389-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$13.9M assets
Welfare
0
Participants
22
565 PIER AVENUE, #397 - HERMOSA BEACH, CA 90254310-642-4146
Plans on this EIN
2 filings
#001401k-$11.5M - 13 part#002CashBalance-$2.5M - 9 part

Retirement portfolio analytics

2 plans aggregated / $13.9M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • COOPER RETIREMENT PLAN (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $13.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COOPER RETIREMENT PLAN (#001)13
  • CASH BALANCE PLAN (#002)9
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GATES & COOPER RETIREMENT PLAN

401k

Assets$11.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GATES & COOPER, LLP CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GATES & COOPER RETIREMENT PLAN401k$11.5M132025
002GATES & COOPER, LLP CASH BALANCE PLANCashBalance$2.5M92025
Retirement plans
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