Plan Ledger DOL Form 5500 · updated monthly

Cooper-Booth Wholesale Co.401(k)

COOPER-BOOTH WHOLESALE CO. 401K PROFIT SHARING PLAN · MOUNTVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Cooper-Booth Wholesale Co. reported $19,614 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $493 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 3 years on file its reported administrative ratio has held roughly steady near 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,616th of 3,651), and 3,322nd of 4,246 in wholesale trade. In 2024, employees put in $4.30 for every $1.00 the employer contributed; active participation has grown from 209 to 263 since 2022.

Plan summary
Net assets, end of year$7,256,374
Participants with balances157
Active participants263
Employer contributions$129,735
Employee contributions$557,857
Employer contribution per active participant$493
Average account balance$46,219
Benefits paid to participants$216,675
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 157 accts · $130K emplr
2023$5.9M · 151 accts · $125K emplr
2022$5.2M · 135 accts · $113K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,239
Total administrative$19,614
The Cooper-Booth Wholesale Co. 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$1,313
2024$493 per active participant
2023$514 per active participant
2022$541 per active participant

Cooper-Booth Wholesale Co.'s 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK USA · Recordkeeping · Investment management$706

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$19,614 · 0.30%
2023$17,154 · 0.31%
2022$15,889 · 0.29%
Same employer
Similar plansWholesale Trade · Pennsylvania
Jerome H. Rhoads, Inc. PA$7.5M · 0.13%
Capp Management LLC PA$7.1M · 0.53%
Martin Oil Company PA$6.7M · 0.03%
Colours, Inc. PA$6.1M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231404684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.