# Co-Opportunity Consumers' Co-Op, INC. 401(k) Plan
Source: https://planprovider.pro/companies/co-opportunity-consumers-co-op-inc-953065305-001

> Co-Opportunity Consumers' Co-Op, INC.'s 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Co-Opportunity Consumers' Co-Op, INC.

- **Sponsor EIN:** 953065305

- **Sponsor Address:** 1525 BROADWAY, SANTA MONICA, CA, 90404

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 65

- **Total Assets:** $4.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|65|$4.3M|$0|$105,530|

| 2023|60|$4.0M|$0|$146,043|

| 2022|86|$3.6M|$0|$144,741|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$10,641|—|$10,641|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,641

- **Estimated Expense Ratio:** 0.248% 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|$10,641|—|—|—|—|

| 2023|$11,754|—|—|—|—|

| 2022|$21,162|$9,550|$10,750|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/co-opportunity-consumers-co-op-inc-953065305-001)

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