Plan Snapshot
- Plan Sponsor: Cooper-Booth Wholesale Co.
- Sponsor EIN: 231404684
- Sponsor Address: 200 LINCOLN WEST DR, MOUNTVILLE, PA, 175541543
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $7.3M
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 | 263 | $7.3M | $129,735 | $557,857 |
| 2023 | 244 | $5.9M | $125,497 | $527,156 |
| 2022 | 209 | $5.2M | $113,003 | $478,661 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $19,614 | — | $17,239 | — | — |
| 2023 | $17,154 | — | $14,504 | — | — |
| 2022 | $15,889 | — | $13,489 | — | — |