Plan Snapshot
- Plan Sponsor: Aaa Cooper Transportation
- Sponsor EIN: 630364620
- Sponsor Address: P.O. BOX 6827, DOTHAN, AL, 363020000
- Plan Type: DB
- Total Participants: 297
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 297 | $33.8M | $0 | $0 |
| 2023 | 328 | $35.4M | $0 | $0 |
| 2022 | 358 | $52.5M | $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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | Recordkeeper | $160,605 | — | $160,605 |
| STERLING CAPITAL MANAGEMENT LL | Other Service Provider | $84,541 | — | $84,541 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $81,498 | — | $81,498 |
| BCG PENSION RISK CONSULTANTS | Other Service Provider | $60,000 | — | $60,000 |
| BARBACANE, THORNTON & COMPANY | Other Service Provider | $10,238 | — | $10,238 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $396,882
- Estimated Expense Ratio: 1.175% 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 | $516,567 | $226,039 | — | $10,238 | — |
| 2023 | $676,986 | $183,422 | — | $9,750 | — |
| 2022 | $388,737 | — | — | — | $86,256 |