Plan Snapshot
- Plan Sponsor: Cooper Carry, INC.
- Sponsor EIN: 580863313
- Sponsor Address: 191 PEACHTREE STREET, NE, ATLANTA, GA, 303031770
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $64.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 282 | $64.7M | $373,144 | $2.7M |
| 2023 | 295 | $54.0M | $809,232 | $3.1M |
| 2022 | 320 | $48.4M | $948,792 | $3.3M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Other Service Provider | $206,364 | — | $206,364 |
| PENSION FINANCIAL SERVICES INC. | Other Service Provider | $60,527 | — | $60,527 |
| IRON-CO-FID-INDEX COMPREHENSIVE | Other Service Provider | $29,774 | — | $29,774 |
| CARR, RIGGS AND INGRAM | Other Service Provider | $19,000 | — | $19,000 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Other Service Provider
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $315,665
- Estimated Expense Ratio: 0.488% 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 | $310,595 | $52,729 | $7,862 | — | — |
| 2023 | $279,836 | $31,834 | $63,892 | — | — |
| 2022 | $261,970 | $31,363 | $171,229 | — | $58,378 |