Plan Ledger DOL Form 5500 · updated monthly

Cooper Machinery Services, LLC401(k)

COOPER MACHINERY SERVICES, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Cooper Machinery Services, LLC reported $23,300 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,528 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 0.05% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,373rd-largest of 5,688 plans among Texas employers on file, and the 616th of 3,341 in other services. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 501 to 599 since 2022.

Plan summary
Net assets, end of year$35,063,361
Participants with balances706
Active participants599
Employer contributions$2,712,486
Employee contributions$4,788,161
Employer contribution per active participant$4,528
Average account balance$49,665
Benefits paid to participants$5,504,312
Plan auditUnmodified (clean) audit opinion
AuditorHAM, LANGSTON AND BREZINA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.1M · 706 accts · $2.7M emplr
2023$28.6M · 676 accts · $2.1M emplr
2022$20.4M · 603 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,700
Total administrative$23,300
The Cooper Machinery Services, LLC 401(k) match · 2024
Employer contribution per active participant$4,528
Median for plans this size$2,416
2024$4,528 per active participant
2023$3,721 per active participant
2022$2,751 per active participant

Cooper Machinery Services, LLC'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 · 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$23,300 · 0.07%
2023$14,975 · 0.06%
2022$11,050 · 0.05%
Same employer
Similar plansOther Services · Texas
Concentric LLC TX$38.9M · 0.27%
Sms Infocomm Corporation TX$37.2M · 0.11%
Sun Coast Resources, Inc. TX$35.7M · 0.35%
Ypo, Inc. TX$32.0M · 0.17%
Saber Power Services, LLC TX$30.9M · 0.45%
Su Clinica Familiar, Inc. TX$29.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465397496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.