# The Cooper Companies, INC. DB Plan
Source: https://planprovider.pro/companies/the-cooper-companies-inc-plan

> The Cooper Companies, INC.'s DB plan: 1,382 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|SECURITIES BROKER|$102,541|—|$102,541|

| MFS|SECURITIES BROKER|$29,162|—|$29,162|

| CHARTWELL|SECURITIES BROKER|$20,279|—|$20,279|

| GRANITE|SECURIIES BROKER|$19,887|—|$19,887|

| ALLSPRING|SECURITIES BROKER|$17,313|—|$17,313|

| BAIRD|SECURITIES BROKER|$15,493|—|$15,493|

| TCW|SECURITIES BROKER|$11,454|—|$11,454|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## 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|—|—|—|

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