Plan Snapshot
- Plan Sponsor: The Cooper Companies, INC.
- Sponsor EIN: 942657368
- Sponsor Address: 6101 BOLLINGER CANYON ROAD, SAN RAMON, CA, 94583
- Plan Type: DB
- Total Participants: 1,382
- Total Assets: $161.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,382 | $161.3M | $0 | $0 |
| 2023 | 1,493 | $159.8M | $385,000 | $0 |
| 2022 | 1,628 | $147.9M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| COLUMBIA CONTRARIAN CORE INSTL | Investment Advisor | $102,541 | — | $102,541 |
| MFS | Investment Advisor | $29,162 | — | $29,162 |
| CHARTWELL | Investment Advisor | $20,279 | — | $20,279 |
| GRANITE | Investment Advisor | $19,887 | — | $19,887 |
| ALLSPRING | Investment Advisor | $17,313 | — | $17,313 |
| BAIRD | Investment Advisor | $15,493 | — | $15,493 |
| TCW | Investment Advisor | $11,454 | — | $11,454 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,129
- Estimated Expense Ratio: 0.134% 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 | $210,879 | $216,129 | — | — | — |
| 2023 | $209,365 | $213,129 | — | — | — |
| 2022 | $249,649 | $251,132 | — | — | — |