Plan Snapshot
- Plan Sponsor: The Cooper Group, INC.
- Sponsor EIN: 850871337
- Sponsor Address: PO BOX 1566, MOBILE, AL, 366331566
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,049
- Total Assets: $110.6M
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 | 1,049 | $110.6M | $0 | $0 |
| 2024 | 926 | $101.6M | $1.9M | $4.8M |
| 2023 | 818 | $91.8M | $1.8M | $4.6M |
| 2022 | 824 | $74.5M | $1.7M | $4.5M |
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 |
|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | Investment Advisor | $144,446 | — | $144,446 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $19,495 | — | $19,495 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,941
- Estimated Expense Ratio: 0.148% 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 |
|---|---|---|---|---|---|
| 2025 | $12,607,735 | $19,495 | — | — | — |
| 2024 | $169,715 | $167,890 | — | — | — |
| 2023 | $168,085 | $16,335 | — | — | — |
| 2022 | $181,470 | $15,201 | — | — | — |