# The Cooper Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-cooper-group-inc-401k-plan

> The Cooper Group, INC.'s 401(k) plan: 926 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 Group, INC.

- **Sponsor EIN:** 850871337

- **Sponsor Address:** PO BOX 1566, MOBILE, AL, 366331566

- **Plan Type:** 401(k)

- **Total Participants:** 926

- **Total Assets:** $101.6M

## 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.|

| 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|

| IRON CAPITAL ADVISORS|INVESTMENT ADVISOR|$113,267|—|$113,267|

| ASSURED PARTNERS INVESTMENT|INVESTMENT ADVISOR|$39,294|—|$39,294|

| STRATEGIC ADVISORS, INC.|ADVISOR|$15,328|—|$15,328|

| BLACK & PINCKARD, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BLACK & PINCKARD, LLC](https://planprovider.pro/provider/black-and-pinckard-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $167,889

- **Estimated Expense Ratio:** 0.165% 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|$169,715|$167,890|—|—|—|

| 2023|$168,085|$16,335|—|—|—|

| 2022|$181,470|$15,201|—|—|—|

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