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
- Idaho Falls, ID (Headquarters)
- Pocatello, ID
- Blackfoot, ID
- Rexburg, ID
- Twin Falls, ID
- Pleasant Grove, UT
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| WOODGRAIN MILLWORK, INC. EMPLOYEE SAVINGS PLAN AND TRUST | WOODGRAIN INC., ID | $272M | 4,444 |
| VNS FEDERAL SERVICES, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN | VNS FEDERAL SERVICES, LLC, OH | $34M | 161 |
| 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 | $25M | 219 |
| EMI 401(K) PLAN | TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICES, ID | $23M | 289 |
| 401(k) Retirement Plan | Healthcare Sponsor, ID | $20M | 359 |
| 401(k) Retirement Plan | Manufacturing Sponsor, ID | $20M | 772 |
| 401(k) Retirement Plan | Professional Services Sponsor, NV | $15M | 339 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $14M | 80 |
🔒 Want to unlock and download Cooper Norman's client list?
Subscribe to Basic or Premium today to reveal and download all 22 client plans.
Subscribe Today