Filings through .
Cook Street Consulting
Matched across 19 name variants in the filings
Cook Street Consulting summary
Cook Street Consulting appears on 44 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $23.0B in assets for 190,481 participants. The median client plan holds $176M. Most client plans are sponsored in TX, CO and CA. The largest clients by plan assets are S&P Global, Inc., Milliman, Inc. and Dish Network Corporation. Plans reported $1.9M in direct and indirect compensation paid to Cook Street Consulting. The median is $37K per plan.
- Participants
- 190,481
- Median plan assets
- $176M
- Median plan participants
- 2,273
- Median fees per plan
- $37K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| S&P Global, Inc. | NY | $6.4B | 19,587 |
| Milliman, Inc. | WA | $2.4B | 5,426 |
| Dish Network Corporation | CO | $1.6B | 17,683 |
| Arrow Electronics, Inc. | CO | $1.6B | 8,317 |
| Unisys Corporation | PA | $1.3B | 8,019 |
| Rady Children's Hospital- San Diego, plan 003 | CA | $930M | 18,788 |
| Thryv Holdings Inc. | TX | $871M | 4,502 |
| National Instruments Corporation | TX | $779M | 0 |
| Kennametal Inc. | SC | $629M | 4,194 |
| Booking Holdings Inc | CT | $615M | 4,928 |
| Janus Capital Group Inc. | CO | $614M | 1,758 |
| Occidental Chemical Corporation | TX | $577M | 5,576 |
| Shannon Medical Center | TX | $514M | 6,119 |
| Rady Childrens Hospital and Health Center, plan 001 | CA | $451M | 3,882 |
| CWGS Group, LLC | IL | $380M | 17,537 |
| Schoeneckers, Inc. Dba Bi Worldwide | MN | $344M | 1,245 |
| Covetrus, Inc. | OH | $320M | 3,556 |
| Quantum Corporation | CA | $287M | 996 |
| Quadient Inc. | CT | $282M | 2,124 |
| Warren Equipment Company | TX | $262M | 2,903 |
| Merrick & Company | CO | $208M | 1,493 |
| Community Hospital Corporation | TX | $193M | 5,285 |
| The Navigators, plan 003 | CO | $159M | 1,936 |
| Crossland Construction Co., Inc. | KS | $148M | 2,037 |
| The Navigators, plan 002 | CO | $142M | 2,774 |
- S&P Global, Inc.$6.4BNYParticipants 19,587
- Milliman, Inc.$2.4BWAParticipants 5,426
- COParticipants 17,683
- COParticipants 8,317
- Unisys Corporation$1.3BPAParticipants 8,019
- CAParticipants 18,788
- Thryv Holdings Inc.$871MTXParticipants 4,502
- TXParticipants 0
- Kennametal Inc.$629MSCParticipants 4,194
- Booking Holdings Inc$615MCTParticipants 4,928
- COParticipants 1,758
- TXParticipants 5,576
- TXParticipants 6,119
- CAParticipants 3,882
- CWGS Group, LLC$380MILParticipants 17,537
- MNParticipants 1,245
- Covetrus, Inc.$320MOHParticipants 3,556
- Quantum Corporation$287MCAParticipants 996
- Quadient Inc.$282MCTParticipants 2,124
- TXParticipants 2,903
- Merrick & Company$208MCOParticipants 1,493
- TXParticipants 5,285
- COParticipants 1,936
- KSParticipants 2,037
- COParticipants 2,774
Top client states
- TX12 plans
- CO10 plans
- CA4 plans
- CT2 plans
- GA2 plans
Frequently asked questions
- Who uses Cook Street Consulting?
- 44 retirement plans list Cook Street Consulting as a service provider on Schedule C of Form 5500. The largest clients by plan assets include S&P Global, Inc., Milliman, Inc., Dish Network Corporation, Arrow Electronics, Inc. and Unisys Corporation. Most client plans are sponsored in TX, CO and CA.
- How many plans does Cook Street Consulting serve?
- Cook Street Consulting serves 44 retirement plans with $23.0B in plan assets and 190,481 participants, based on the latest Form 5500 filings through 2024.
- What does Cook Street Consulting charge?
- Plans reported $1.9M in total Schedule C compensation paid to Cook Street Consulting. The median plan paid $37K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served44-36 YoYRank #225 of mapped providers
Assets under administration$23.0B0.1%Rank #353 by share of filed assets
Fees received$2MMedian $37,346/planSum across Schedule C direct + indirect
Net wins YoY+819 won - 11 lostPlan-level switch detection
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