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Original filing (PDF)20250731164353NAL0003256899001
COOPER CONSOLIDATED, LLC
Form 5500
FILING_RECEIVED
COOPER CONSOLIDATED, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
203
Accounts w/ balance
225
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER CONSOLIDATED, LLC.
Plan sponsor
Name
COOPER CONSOLIDATED, LLC
EIN
26-3175799
Address
1127 HIGHWAY 190 · EAST SERVICE ROAD · COVINGTON, LA · 70433
Phone
(985) 867-3500
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOURGEOIS BENNETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOURGEOIS BENNETT LLC | — | METAIRIE, LA | AUDITOR | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTING | — | BLOOMFIELD HILLS, MI | OTHER | $10K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $99 | — |
Investments
18 direct securities · 14 pooled funds· $28.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.7M
18 holdings
Common Collective Trust
$8.9M
13 holdings
Pooled Separate Account
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SIA-E5 (SAGIC CORE BOND II) MASS MUTUAL · EIN 90-0342299 / PN 182 | Pooled Separate Account | — | — | $6.9M | 24.1% | |
| Vanguard Growth Index Fund Inst. Shares Mutual Fund | — | — | — | $3.0M | 10.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.0M | 6.9% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.5% | |
| Vanguard Value Index Fund Inst. Shares Mutual Fund | — | — | — | $1.4M | 4.9% | |
| PGIM Total Return Bond Fund Class R6 Mutual Fund | — | — | — | $1.4M | 4.9% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $1.3M | 4.7% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $982K | 3.4% | |
| Vanguard Institutional Index Fund Inst. Shares Mutual Fund | — | — | — | $946K | 3.3% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $808K | 2.8% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $717K | 2.5% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% | — | — | — | $684K | 2.4% | |
| Vanguard International Value Portfolio Mutual Fund | — | — | — | $676K | 2.4% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $660K | 2.3% | |
| Vanguard Small-Cap Value Index Admiral Mutual Fund | — | — | — | $568K | 2.0% | |
| Vanguard Balanced Index Fund - Inst. Shares Mutual Fund | — | — | — | $549K | 1.9% | |
| Goldman Sachs Small/Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $548K | 1.9% | |
| T. Rowe Price Mid-Cap Value Fund I Class Mutual Fund | — | — | — | $481K | 1.7% | |
| Vanguard Federal Money Market Investor Shares Money Market Fund | — | — | — | $429K | 1.5% | |
| Vanguard Small-Cap Growth Index Fund Inst. Shares Mutual Fund | — | — | — | $354K | 1.2% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $328K | 1.2% | |
| Vanguard Total Intl. Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $158K | 0.6% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $123K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $96K | 0.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $92K | 0.3% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $64K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $38K | 0.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| Target Retirement Income & Growth II Common Collective Trust Fund | — | — | — | $4K | <0.1% | |
| TGT RET INCOME AND GRO II VANGUARD · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $4K | <0.1% |
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