Plan Snapshot
- Plan Sponsor: Jack Cooper Investments, INC.
- Sponsor EIN: 842621882
- Sponsor Address: 2301 E. EVESHAM ROAD, VOORHEES, NJ, 08043
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 2,259 | $88.1M | $738,265 | $6.1M |
| 2023 | 2,209 | $81.7M | $669,339 | $5.6M |
| 2022 | 2,041 | $69.1M | $138,316 | $5.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $170,520 | — | $170,520 |
| UBS FINANCIAL SERVICES | Investment Advisor | $125,373 | — | $125,373 |
| BERGANKDC LLC | Auditor | $26,250 | — | $26,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- UBS FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $322,143
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 |
|---|---|---|---|---|---|
| 2025 | $90,450,898 | $67,664 | — | — | — |
| 2024 | $322,143 | $125,373 | — | $26,250 | — |
| 2023 | $296,572 | $106,466 | — | $38,443 | — |
| 2022 | $272,756 | $110,424 | — | — | $12,118 |