Plan Snapshot
- Plan Sponsor: Cooper Realty Company
- Sponsor EIN: 620556886
- Sponsor Address: 1661 AARON BRENNER DRIVE SUITE 200, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Total Participants: 865
- Total Assets: $24.6M
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 | 865 | $24.6M | $223,502 | $906,025 |
| 2023 | 2,320 | $22.0M | $249,855 | $952,470 |
| 2022 | 1,753 | $19.7M | $264,041 | $951,240 |
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 |
|---|---|---|---|---|
| WATKINS AND UBERALL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS AND UBERALL — 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 | $30,670 | — | — | — | — |
| 2023 | $27,409 | — | — | — | — |
| 2022 | $30,580 | $16,745 | $12,485 | — | — |