Plan Ledger DOL Form 5500 · updated monthly

Cooper Family Management Company401(k)

COOPER AUTO GROUP 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Cooper Family Management Company reported $27,326 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.31% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oklahoma (471st of 724), and 3,215th of 5,215 in retail trade. active participation has grown from 525 to 670 since 2022.

Plan summary
Net assets, end of year$7,237,792
Participants with balances622
Active participants670
Employer contributions$0
Employee contributions$1,479,752
Employer contribution per active participant$0
Average account balance$11,636
Benefits paid to participants$767,387
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILLY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 622 accts
2023$5.8M · 620 accts
2022$4.7M · 406 accts · $97K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,326
Total administrative$27,326
The Cooper Family Management Company 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Cooper Family Management Company'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

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

Administrative cost history3
2024$27,326 · 0.42%
2023$20,305 · 0.39%
2022$14,814 · 0.31%
Same employer
Similar plansRetail Trade · Oklahoma
Express Credit Auto, LLC. OK$9.7M · 0.69%
Elk Supply Company, LLC OK$8.6M · 0.27%
John Vance Motors Inc. OK$7.3M · 0.78%
Oncue Marketing, LLC OK$6.7M · 1.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461766360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.