# Cooper Hatchery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cooper-hatchery-inc-401k-plan

> Cooper Hatchery, INC.'s 401(k) plan: 1,692 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/shultz-huber-and-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|—|—|—|—|

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