Plan Snapshot
- Plan Sponsor: The Cooper Clinic, A Professional Assoc.
- Sponsor EIN: 751457989
- Sponsor Address: 12200 PRESTON RD, DALLAS, TX, 75230
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $38.7M
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 | 208 | $38.7M | $1.0M | $1.5M |
| 2023 | 200 | $33.6M | $950,375 | $1.3M |
| 2022 | 191 | $27.8M | $703,017 | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $67,770 | — | $67,770 |
| BDO, USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BDO, USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,770
- Estimated Expense Ratio: 0.175% 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 | $16,161 | — | $16,161 | — | — |
| 2023 | $13,896 | — | $13,896 | — | — |
| 2022 | $13,764 | — | $13,764 | — | — |