Plan Snapshot
- Plan Sponsor: Cooper Machinery Services, LLC
- Sponsor EIN: 465397496
- Sponsor Address: 16250 PORT NORTHWEST DRIVE, HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 599
- Total Assets: $35.1M
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 | 599 | $35.1M | $2.7M | $4.8M |
| 2023 | 565 | $28.6M | $2.1M | $4.5M |
| 2022 | 501 | $20.4M | $1.4M | $3.9M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $23,300 | $3 | $23,303 |
| HAM, LANGSTON AND BREZINA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAM, LANGSTON AND BREZINA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,303
- Estimated Expense Ratio: 0.066% 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 | $23,300 | — | $19,700 | — | — |
| 2023 | $14,975 | — | $12,175 | — | — |
| 2022 | $11,050 | — | — | — | — |