# Cooper Carry INC DC Plan
Source: https://planprovider.pro/companies/cooper-carry-inc-plan-001

> Cooper Carry INC's DC plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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