Plan Ledger DOL Form 5500 · updated monthly

The Cooper Group, Inc.401(k)

THE RETIREMENT PLAN FOR EMPLOYEES OF THE COOPER GROUP, INC. AND PARTICIPATING AFFILIATES · MOBILE, AL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

The Cooper Group, Inc. reported $169,715 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,017 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 fell from 0.21% to 0.18%. 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 74th-largest of 902 plans among Alabama employers on file, and the 238th of 2,677 in transportation & warehousing. In 2024, employees put in $2.59 for every $1.00 the employer contributed; active participation has grown from 824 to 926 since 2022.

Plan summary
Net assets, end of year$101,608,403
Participants with balances866
Active participants926
Employer contributions$1,867,330
Employee contributions$4,844,880
Employer contribution per active participant$2,017
Average account balance$117,331
Benefits paid to participants$12,113,674
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$101.6M · 866 accts · $1.9M emplr
2023$91.8M · 827 accts · $1.8M emplr
2022$74.5M · 825 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,825
Investment management$167,890
Total administrative$169,715
The The Cooper Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,017
Median for plans this size$3,635
2024$2,017 per active participant
2023$2,166 per active participant
2022$2,083 per active participant

The Cooper Group, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
IRON CAPITAL ADVISORS · Investment advisory (participants)$113,267
ASSURED PARTNERS INVESTMENT · Investment advisory (participants)$39,294
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,328

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$169,715 · 0.18%
2023$168,085 · 0.20%
2022$181,470 · 0.21%
Same employer
Similar plansTransportation & Warehousing · Alabama
Aaa Cooper Transportation AL$276.4M · 0.18%
Loop LLC LA$102.9M · 0.08%
Long Iron Services LLC IL$102.2M · 0.22%
Crst Expedited Inc IA$100.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850871337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.