Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Cook Street Consulting
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Cook Street Consulting is named as a service provider on the Schedule C of 81 retirement plans with 100 or more participants for plan year 2024, covering 513,378 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.6M. Per plan, the median was $16.55 per participant, with the middle half of plans between $7.06 and $38.57. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Colorado (25), Texas (18) and California (4).
In 2009 it appeared on 17 such filings; in 2024, 82. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $7.06 | $16.55 | $38.57 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Whole Foods Market Growing Your Future 401(k) Plan | Whole Foods Market, Inc. | TX | 117,275 | $2.44B | $97K |
| Whataburger 401(k) Savings Plan | Whataburger Restaurants LLC | TX | 41,380 | $262M | $31K |
| Hitachi Employee 401(k) Retirement Plan | Hitachi America, Ltd. | NY | 25,702 | $3.57B | $42K |
| Ttec 401(k) Profit Sharing Plan | Ttec Services Corporation | CO | 22,761 | $344M | $58K |
| Freedomrewards 401(k) Plan | CWGS Group, LLC | IL | 18,855 | $342M | $46K |
| Cornerstone Building Brands 401(k) Profit Sharing Plan | Cornerstone Building Brands, Inc. | TX | 18,428 | $845M | $62K |
| Dish Network Corporation 401(k) Plan | Dish Network Corporation | CO | 17,683 | $1.64B | $57K |
| Wesco Distribution, Inc. Retirement Savings Plan | Wesco Distribution, Inc. | PA | 16,991 | $1.92B | $71K |
| Barnes & Noble 401(k) Plan | Barnes & Noble, Inc. | NY | 16,213 | $790M | $21K |
| Nov Inc. 401(k) Plan | Nov Inc. | TX | 15,909 | $1.65B | $127K |
| Employee P/s Ret Plan & Trust of Foster Farms Group | Foster Poultry Farms | CA | 14,959 | $456M | $94K |
| P.F. Chang's China Bistro, Inc. 401(k) Plan | P.F. Chang's China Bistro, Inc. | AZ | 14,081 | $50.1M | $20K |
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines, Inc. | CO | 8,889 | $962M | $37K |
| Unisys Savings Plan | Unisys Corporation | PA | 8,695 | $1.30B | $159K |
| Carters 401(k) Savings Plan | The William Carter Company | GA | 8,196 | $318M | $55K |
| Rady Children's Hospital- San Diego 403(b) Plan | Rady Children's Hospital- San Diego | CA | 8,039 | $820M | $103K |
| Arrow Electronics Savings Plan | Arrow Electronics, Inc. | CO | 8,025 | $1.47B | $95K |
| Crestline Hotels & Resorts, LLC Retirement and Savings Plan | Crestline Hotels & Resorts, LLC | VA | 5,935 | $66.7M | $28K |
| Crocs, Inc. 401(k) Plan | Crocs, Inc. | CO | 5,762 | $105M | $28K |
| Shannon Medical Center 401(k) Savings and Retirement Plan | Shannon Medical Center | TX | 5,639 | $461M | $64K |
| American Bath Group 401(k) Plan | Abg Operating, LLC | TN | 5,488 | $124M | $69K |
| Community Hospital Corporation Employees' 403(b) Plan | Community Hospital Corporation | TX | 5,417 | $167M | $38K |
| Milliman Profit Sharing and Retirement Plan | Milliman | WA | 5,360 | $2.12B | $125K |
| Stonebridge Hospitality Associates, LLC 401(k) Plan | Stonebridge Hospitality Associates, LLC | CO | 5,265 | $22.5M | $13K |
| Leprino Foods Company Profit Sharing and 401(k) Plan | Leprino Foods Company | CO | 5,250 | $673M | $58K |
| The Booking Holdings Inc., 401(k) Plan | Booking Holdings Inc. | CT | 5,057 | $519M | $68K |
| Kennametal Inc. Retirement Income Plan | Kennametal Inc. | SC | 5,001 | $511M | $58K |
| Community Hospital Corporation Employees' 401(k) Plan | Community Hospital Corporation | TX | 4,956 | $72.5M | $38K |
| Thryv Savings Plan | Thryv Holdings Inc. | TX | 4,849 | $841M | $88K |
| Kennametal Thrift Plus Plan | Kennametal Inc. | SC | 4,429 | $595M | $99K |
| Premier Healthcare Solutions, Inc. Retirement Savings Plan | Premier Healthcare Solutions, Inc. | NC | 3,969 | $742M | $35K |
| Covetrus 401(k) Retirement Savings Plan | Covetrus, Inc. | OH | 3,825 | $290M | $80K |
| Totalenergies Finance USA, Inc. Employee Savings Plan | Totalenergies Finance USA, Inc. | TX | 3,163 | $788M | $24K |
| Warren Equipment Company 401(k) Retirement and Savings Plan | Warren Equipment Company | TX | 3,013 | $239M | $85K |
| CSG Incentive Savings Plan | CSG Systems, Inc. | CO | 2,960 | $688M | $55K |
| Navigators 403(b) Supplemental Retirement Plan | The Navigators | CO | 2,590 | $121M | $40K |
| Now Inc. 401(k) and Retirement Savings Plan | Dnow L.P. | TX | 2,421 | $203M | $63K |
| Quadient Inc. 401(k) Plan | Quadient Inc. | CT | 2,124 | $282M | $74K |
| The Navigators Basic Retirement Plan | The Navigators | CO | 1,936 | $159M | $52K |
| Atlanta Braves 401(k) Plan | Braves Holdings, LLC | GA | 1,888 | $81.4M | $31K |
Questions and answers
How many plans does Cook Street Consulting serve?
81 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Cook Street Consulting?
The median plan reported $16.55 per participant in direct and indirect compensation (81 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Consulting (general) (36 plans), Investment advisory (plan) (34 plans), Investment management (12 plans) and Investment advisory (participants) (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.