# Frederic W. Cook & Co., INC. DC Plan
Source: https://planprovider.pro/companies/frederic-w-cook-co-inc-plan

> Frederic W. Cook & Co., INC.'s DC plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frederic W. Cook & Co., INC.

- **Sponsor EIN:** 132733056

- **Sponsor Address:** 685 THIRD AVENUE, NEW YORK, NY, 10017

- **Plan Type:** DC

- **Total Participants:** 132

- **Total Assets:** $100.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|132|$100.9M|$0|$0|

| 2023|123|$85.9M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WILKIN AND GUTTENPLAN PC|Auditor|$19,525|—|$19,525|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILKIN AND GUTTENPLAN PC](https://planprovider.pro/provider/wilkin-and-guttenplan-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,525

- **Estimated Expense Ratio:** 0.019% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$30,462|$12,116|$300|$19,525|—|

| 2023|-$50,198|$12,090|—|—|—|

## Similar Plans

- [Universal Navigation INC. Dba Uniswap Labs](https://planprovider.pro/companies/universal-navigation-inc-dba-uniswap-labs-401k-plan) — 127 participants

- [Bright Power, INC.](https://planprovider.pro/companies/bright-power-inc-plan) — 139 participants

- [Nogin Commerce, INC.](https://planprovider.pro/companies/branded-online-inc-plan) — 139 participants

- [The Mckissack Group, INC. D/B/A Mckissack & Mckissack](https://planprovider.pro/companies/the-mckissack-group-inc-d-b-a-mckissack-mckissack-401k-plan) — 124 participants

- [Acquis Consulting Group, LLC](https://planprovider.pro/companies/acquis-consulting-group-llc-401k-plan) — 144 participants

- [Association For Energy Affordability, INC.](https://planprovider.pro/companies/association-for-energy-affordability-inc-401k-plan) — 119 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/frederic-w-cook-co-inc-plan)

© 2026 PlanProvider.Pro