Cooper Norman

Employee Benefit Plan Auditor

Idaho Falls, ID

About Cooper Norman

<p>Founded in 1952, Cooper Norman has grown into a 130-person CPA and advisory firm with offices across eastern and southern Idaho, plus Pleasant Grove in the Provo–Orem metro.</p> <p>From its headquarters in Idaho Falls, the firm provides audit and assurance work along with tax services for businesses throughout the region. Cooper Norman also offers strategic advisory support tied to key points in the business lifecycle, with services built around practical accounting information and reporting.</p> <p>Industry work includes construction, agriculture, healthcare, growth businesses, and manufacturing and retail. Other offerings include client accounting services, business transition planning, and business valuation. A useful differentiator is the firm’s coaching offerings, including Kolbe and Working Genius, alongside its traditional CPA services.</p> <ul> <li>Audit and assurance services</li> <li>Tax services</li> <li>Client accounting services</li> <li>Business transition planning and valuation</li> <li>Offices in Idaho Falls (HQ), Pocatello, Blackfoot, Rexburg, Twin Falls, and Pleasant Grove, Utah</li> </ul>

Website: https://coopernorman.com/

Founded: 1952

Employees: 130

Office Locations

  • Pleasant Grove, UT
  • Rexburg, ID
  • Blackfoot, ID
  • Pocatello, ID
  • Twin Falls, ID
  • Idaho Falls, ID (Headquarters)

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
WOODGRAIN MILLWORK, INC. EMPLOYEE SAVINGS PLAN AND TRUST WOODGRAIN INC., ID $272M 4,444
JACKSON HOLE MOUNTAIN RESORT 401(K) PLAN JACKSON HOLE MOUNTAIN RESORT CORPORATION, WY $33M 1,668
TECHFLOW, INC. EMPLOYEE STOCK OWNERSHIP PLAN TECHFLOW, INC., CA $33M 219
VNS FEDERAL SERVICES, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN VNS FEDERAL SERVICES, LLC, TN $32M 253
EMI 401(K) PLAN TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICES, ID $23M 289
401(k) Retirement Plan Technology Sponsor — —
403(b) Retirement Plan Healthcare Sponsor — —
Defined Benefit Plan Manufacturing Sponsor — —
ESOP Plan Professional Services Sponsor — —

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