Plan Ledger DOL Form 5500 · updated monthly

Cooper Aerobics Enterprises, Inc.401(k)

RETIREMENT PLAN OF COOPER AEROBICS ENTERPRISES, INC. · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cooper Aerobics Enterprises, Inc. reported $12,059 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $824 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,117th-largest of 5,688 plans among Texas employers on file, and the 1,104th of 3,341 in other services. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,833,338
Participants with balances168
Active participants304
Employer contributions$250,397
Employee contributions$721,524
Employer contribution per active participant$824
Average account balance$112,103
Benefits paid to participants$388,911
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 168 accts · $250K emplr
2023$15.9M · 168 accts · $235K emplr
2022$15.4M · 173 accts · $214K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,059
Total administrative$12,059
The Cooper Aerobics Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$824
Median for plans this size$2,416
2024$824 per active participant
2023$867 per active participant
2022$769 per active participant

Cooper Aerobics Enterprises, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$84,725

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$12,059 · 0.07%
2023$12,907 · 0.08%
2022$13,501 · 0.08%
Similar plansOther Services · Texas
Dallas Theological Seminary TX$20.9M · 0.50%
Brandon & Clark, Inc. TX$19.4M · 0.11%
Rug Doctor, LLC TX$17.8M · 0.29%
Repairify, Inc. TX$17.6M · 0.48%
Mundy Service Corporation TX$17.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752389778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.