Plan Snapshot
- Plan Sponsor: Cooper Carry INC
- Sponsor EIN: 580863313
- Sponsor Address: 191 PEACHTREE STREET NE, ATLANTA, GA, 303031740
- Plan Type: DC
- Total Participants: 90
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $10.1M | $0 | $0 |
| 2023 | 109 | $9.8M | $0 | $0 |
| 2022 | 141 | $9.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| NEUBERGER BERMAN | ADVISOR | $81,216 | — | $81,216 |
| WELLS FARGO BANK NA | CUSTODIAN | $20,297 | — | $20,297 |
| CARR RIGGS & INGRAM | ACCOUNTANT | $15,650 | — | $15,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,163
- Estimated Expense Ratio: 1.155% 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 | $118,835 | $81,216 | $1,672 | $15,650 | — |
| 2023 | $170,893 | $122,329 | $20,092 | $4,500 | — |
| 2022 | $80,185 | $45,364 | $20,526 | — | $13,650 |