# Cooper Machinery Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cooper-machinery-services-llc-401k-plan

> Cooper Machinery Services, LLC's 401(k) plan: 599 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cooper-machinery-services-llc-401k-plan)

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