Plan Ledger DOL Form 5500 · updated monthly

Jack Cooper Investments, Inc.401(k)

JACK COOPER 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Jack Cooper Investments, Inc. reported $322,143 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $327 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 0.35% to 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 208th-largest of 1,393 plans among Missouri employers on file, and the 266th of 2,677 in transportation & warehousing. In 2024, employees put in $8.28 for every $1.00 the employer contributed; active participation has grown from 2,041 to 2,259 since 2022.

Plan summary
Net assets, end of year$88,086,146
Participants with balances1,124
Active participants2,259
Employer contributions$738,265
Employee contributions$6,114,016
Employer contribution per active participant$327
Average account balance$78,368
Benefits paid to participants$13,846,536
Plan auditUnmodified (clean) audit opinion
AuditorSEE ATTACHED REASONABLE CAUSE
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $110K emplr
2024$88.1M · 1,124 accts · $738K emplr
2023$81.7M · 1,100 accts · $669K emplr
2022$69.1M · 1,093 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$170,520
Investment management$125,373
Audit (IQPA)$26,250
Total administrative$322,143
The Jack Cooper Investments, Inc. 401(k) match · 2024
Employer contribution per active participant$327
Median for plans this size$3,635
2024$327 per active participant
2023$303 per active participant
2022$68 per active participant

Jack Cooper Investments, 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$170,520
UBS FINANCIAL SERVICES · Consulting · Investment advisory (plan)$125,373
BERGANKDC LLC · Accounting / audit$26,250

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

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Administrative cost history4
2025Not separately reported
2024$322,143 · 0.38%
2023$296,572 · 0.39%
2022$272,756 · 0.35%
Same employer
Similar plansTransportation & Warehousing · Missouri
New Prime, Inc. MO$212.1M · 0.07%
Unigroup C.A. MO$119.2M · 0.01%
Cpc Logistics, Inc. MO$82.7M · 0.18%
Trans States Holdings, Inc. MO$60.7M · 0.18%
Hogan Services, Inc. MO$45.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842621882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.