Plan Snapshot
- Plan Sponsor: Cooperriis, INC
- Sponsor EIN: 562195372
- Sponsor Address: PO BOX 600, MILL SPRING, NC, 28756
- Plan Type: 403(b)
- Total Participants: 188
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $3.8M | $184,249 | $304,196 |
| 2023 | 204 | $3.3M | $157,399 | $293,635 |
| 2022 | 193 | $2.6M | $163,039 | $328,289 |
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 |
|---|---|---|---|---|
| CARTER, P.C. | Auditor | — | — | $0 |
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 | $31,221 | — | $17,395 | — | — |
| 2023 | $30,336 | $14,584 | $1,791 | — | — |
| 2022 | $23,287 | — | — | — | $23,287 |