# Cooper & Scully, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/cooper-scully-p-c-401k-plan

> Cooper & Scully, P.C.'s 401(k) plan: 60 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cooper & Scully, P.C.

- **Sponsor EIN:** 752478365

- **Sponsor Address:** 900 JACKSON STREET, DALLAS, TX, 75202

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

- **Total Participants:** 60

- **Total Assets:** $26.9M

## 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|60|$26.9M|$340,338|$763,648|

| 2023|65|$24.7M|$377,893|$872,160|

| 2022|66|$21.4M|$246,687|$814,145|

## 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|

| CHERRY BEKAERT LLP|Auditor|$4,725|—|$4,725|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,725

- **Estimated Expense Ratio:** 0.018% 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|$6,095|—|—|$4,725|—|

| 2023|$30,503|—|—|$8,000|—|

| 2022|$11,225|—|—|—|—|

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