Plan Ledger DOL Form 5500 · updated monthly

Cooper & Scully, P.C.401(k)

COOPER & SCULLY, P.C. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Cooper & Scully, P.C. reported $6,095 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,672 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 0.05% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,671st-largest of 5,688 plans among Texas employers on file, and the 4,513th of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,854,465
Participants with balances108
Active participants60
Employer contributions$340,338
Employee contributions$763,648
Employer contribution per active participant$5,672
Average account balance$248,652
Benefits paid to participants$1,946,870
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 108 accts · $340K emplr
2023$24.7M · 104 accts · $378K emplr
2022$21.4M · 106 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,370
Audit (IQPA)$4,725
Total administrative$6,095
The Cooper & Scully, P.C. 401(k) match · 2024
Employer contribution per active participant$5,672
Median for plans this size$2,416
2024$5,672 per active participant
2023$5,814 per active participant
2022$3,738 per active participant

Cooper & Scully, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
CHERRY BEKAERT LLP · Accounting / audit$4,725

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$6,095 · 0.02%
2023$30,503 · 0.13%
2022$11,225 · 0.05%
Similar plansProfessional & Technical Services · Texas
Brunel Energy, Inc. TX$27.3M · 0.50%
Cantey Hanger LLP TX$27.0M · 0.09%
Saipem America, Inc. TX$26.5M · 0.45%
M & H Enterprises, Inc. TX$26.5M · 0.09%
Aerie Pharmaceuticals, Inc. TX$26.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752478365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.