Plan Snapshot
- Plan Sponsor: Cooper Hatchery, INC.
- Sponsor EIN: 344852946
- Sponsor Address: PO BOX 547, OAKWOOD, OH, 45873
- Plan Type: 401(k)
- Total Participants: 1,692
- Total Assets: $130.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,692 | $130.0M | $4.6M | $5.2M |
| 2023 | 1,700 | $117.4M | $6.0M | $5.5M |
| 2022 | 1,669 | $101.1M | $5.0M | $5.6M |
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 |
|---|---|---|---|---|
| SHULTZ HUBER & ASSOCIATES, INC. | Auditor | $20,500 | — | $20,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHULTZ HUBER & ASSOCIATES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,500
- Estimated Expense Ratio: 0.016% 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 | $349,311 | $150,000 | $123,093 | $20,500 | — |
| 2023 | $331,597 | $149,953 | $42,036 | $16,000 | — |
| 2022 | $326,523 | — | — | — | — |