Plan Ledger DOL Form 5500 · updated monthly

Cooper Carry, Inc.401(k)

COOPER CARRY, INC. 401(K) PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.34%

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

Cooper Carry, Inc. reported $233,880 in plan administrative expenses for 2025: 0.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,582 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 fell from 0.50% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 356th-largest of 2,160 plans among Georgia employers on file, and the 2,007th of 11,654 in professional & technical services. In 2025, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,232,668
Participants with balances438
Active participants294
Employer contributions$1,053,116
Employee contributions$3,201,251
Employer contribution per active participant$3,582
Average account balance$164,915
Benefits paid to participants$8,877,186
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$72.2M · 438 accts · $1.1M emplr
2024$64.7M · 417 accts · $373K emplr
2023$54.0M · 424 accts · $809K emplr
2022$48.4M · 417 accts · $949K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,631
Investment management$68,459
Audit (IQPA)$42,627
Total administrative$233,880
The Cooper Carry, Inc. 401(k) match · 2025
Employer contribution per active participant$3,582
Median for plans this size$4,093
2025$3,582 per active participant
2024$1,323 per active participant
2023$2,743 per active participant
2022$2,965 per active participant

Cooper Carry, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20256
NATIONWIDE · Recordkeeping · Custodial$105,788
PENSION FINANCIAL SERVICES INC. · Contract administrator · Pension consulting$46,574
IRON-CO-FID-INDEX COMPREHENSIVE · Investment management$33,356
LEVEL FOUR ADVISORY SERVICES, LLC · Investment management$28,431
CARON & BELTZER, PLCC · Accounting / audit$19,750
SILVER OAK SECURITIES INC · Investment managementindirect comp

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

Recordkeeper by year3
2025Nationwide
2024Nationwide, Wells Fargo
2023Nationwide, Wells Fargo

This plan has changed recordkeepers within these filings. If you left Cooper Carry, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$233,880 · 0.34%
2024$310,595 · 0.52%
2023$279,836 · 0.55%
2022$261,970 · 0.50%
All plans at this employer2
COOPER CARRY INC PROFIT SHARING PLAN & TRUSTProfit-sharing plan
COOPER CARRY, INC. 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Georgia
Epi-Use America Inc GA$77.2M · 0.03%
Mauldin & Jenkins, LLC GA$70.5M · 0.10%
Bennett Thrasher, LLP GA$69.6M · 0.13%
Rodl Management, Inc. GA$69.0M · 0.13%
Pond & Company GA$65.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580863313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.