Plan Snapshot
- Plan Sponsor: Cooper Aerobics Enterprises, INC.
- Sponsor EIN: 752389778
- Sponsor Address: 12200 PRESTON ROAD, DALLAS, TX, 75230
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 304 | $18.8M | $250,397 | $721,524 |
| 2023 | 271 | $15.9M | $234,955 | $704,072 |
| 2022 | 278 | $15.4M | $213,886 | $674,289 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $12,059 | — | $12,059 | — | — |
| 2023 | $12,907 | — | $12,907 | — | — |
| 2022 | $13,501 | — | $13,501 | — | — |