Frederic W. Cook & Co., Inc.401(k)
FREDERIC W. COOK & CO., INC. DEFERRED PROFIT SHARING PLAN · NEW YORK, NY · plan year 2023
Frederic W. Cook & Co., Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $100,865,313 across 182 participant accounts, with employer contributions averaging $31,727 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 796th-largest of 5,648 plans among New York employers on file, and the 1,498th of 11,654 in professional & technical services. In 2023, the employer put in $2.65 for every $1.00 employees contributed themselves.
Frederic W. Cook & Co., Inc.'s 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 132733056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.