Plan Snapshot
- Plan Sponsor: Cooley Group, INC.
- Sponsor EIN: 160755083
- Sponsor Address: 1000 PITTSFORD-VICTOR ROAD, PITTSFORD, NY, 14534
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 23
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 23 | $4.1M | $0 | $0 |
| 2024 | 29 | $2.6M | $299,804 | $318,586 |
| 2023 | 29 | $1.9M | $127,555 | $228,913 |
| 2022 | 27 | $1.3M | $423,470 | $195,719 |