# Cooley Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cooley-enterprise-inc-401k-plan

> Cooley Enterprises, INC.'s 401(k) plan: 1,240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cooley Enterprises, INC.

- **Sponsor EIN:** 752646169

- **Sponsor Address:** 1251 EAST AIRPORT FREEWAY, IRVING, TX, 750624804

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

- **Total Participants:** 1,240

- **Total Assets:** $14.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,240|$14.0M|$391,179|$2.3M|

| 2023|1,388|$10.2M|$311,964|$1.7M|

| 2022|1,062|$8.1M|$307,596|$1.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$219,584|—|$219,584|

| LPL FINANCIAL LLC - RPCP|INVESTMENT ADVISORY|—|$23,640|$23,640|

| ERISA FIDUCIARY SERVICES|INVESTMENT ADVISORY|$5,000|—|$5,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $248,224

- **Estimated Expense Ratio:** 1.772% 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|$224,584|$5,000|$219,584|—|—|

| 2023|$204,598|—|$204,598|—|—|

| 2022|$160,809|—|—|—|$160,809|

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