Plan Ledger DOL Form 5500 · updated monthly

Cooper Investors, Inc.401(k)

COOPER INVESTORS, INC. 401(K) PLAN · WHITESTONE, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Cooper Investors, Inc. reported $41,106 in plan administrative expenses for 2024: 0.07% 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 3 years on file its reported administrative ratio has held roughly steady near 0.067%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 1,182nd-largest of 5,648 plans among New York employers on file, and the 448th of 2,199 in information & media.

Plan summary
Net assets, end of year$61,167,814
Participants with balances345
Active participants286
Employer contributions-$1
Employee contributions$1,407,049
Employer contribution per active participant-$0
Average account balance$177,298
Benefits paid to participants$7,654,490
Plan auditUnmodified (clean) audit opinion
AuditorWEI WEI & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$61.2M · 345 accts
2023$61.1M · 373 accts
2022$57.2M · 391 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,656
Investment management$7,450
Total administrative$41,106
The Cooper Investors, Inc. 401(k) match · 2024
Employer contribution per active participant-$0
Median for plans this size$3,635

Cooper Investors, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$36,151
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$4,954
ADP BROKER-DEALER · Other servicesindirect comp

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

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

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

Administrative cost history3
2024$41,106 · 0.07%
2023$46,429 · 0.08%
2022$44,438 · 0.07%
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Source: U.S. Department of Labor, Form 5500 series, EIN 112807016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.