# Cooper Heating & Cooling INC. 401(k) Plan
Source: https://planprovider.pro/companies/cooper-heating-cooling-inc-401k-plan

> Cooper Heating & Cooling INC.'s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cooper Heating & Cooling INC.

- **Sponsor EIN:** 841044969

- **Sponsor Address:** 11780 COLMANS WAY, BROOMFIELD, CO, 80020

- **Plan Type:** 401(k)

- **Total Participants:** 117

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|117|$2.7M|$161,886|$369,837|

| 2023|143|$2.1M|$192,979|$367,182|

| 2022|144|$1.4M|$151,770|$305,841|

## 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|

| BROCK AND COMPANY CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROCK AND COMPANY CPAS P.C.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$19,731|—|$19,731|—|—|

| 2023|—|—|—|—|—|

| 2022|$27,287|—|$27,287|—|—|

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