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Original filing (PDF)20251007134624NAL0004659553001
COOPER-STANDARD AUTOMOTIVE INC.
Form 5500
FILING_RECEIVED
COOPER-STANDARD AUTOMOTIVE INC. ENHANCED INVESTMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
3,101
Accounts w/ balance
3,950
Plan assets (EOY)
$444.2M
Net assets (EOY)
$444.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER-STANDARD AUTOMOTIVE INC..
Plan sponsor
Name
COOPER-STANDARD AUTOMOTIVE INC.
EIN
34-0549970
Address
40300 TRADITIONS DR. · NORTHVILLE, MI · 48168
Phone
(248) 596-5900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
201
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONALARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $230K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $126K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | INVESTMENT ADVISOR | $85K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | CONSULTANT | $55K | — |
| JACKSON LEWIS P.C. | 46-3862389 | — | CONSULTANT | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIED PRINTING CO., INC. | 38-1413441 | — | OTHER SERVICES | $8K | — |
Investments
28 direct securities · 15 pooled funds· $699.0M(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
$428.3M
28 holdings
Common Collective Trust
$270.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Trust Fund Class F | — | — | — | $58.9M | 13.3% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $58.9M | 13.3% | |
| T. Rowe Price Retirement 2035 Trust Fund Class F | — | — | — | $55.9M | 12.6% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $55.9M | 12.6% | |
| Fidelity Blue Chip Growth K6 | — | — | — | $45.5M | 10.3% | |
| T. Rowe Price Retirement 2040 Trust Fund Class F | — | — | — | $43.2M | 9.7% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $43.2M | 9.7% | |
| Fidelity 500 Index Fund | — | — | — | $43.2M | 9.7% | |
| T. Rowe Price Retirement 2025 Trust Fund Class F | — | — | — | $30.0M | 6.8% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $30.0M | 6.8% | |
| Vanguard High Dividend Yield Index Fund | — | — | — | $27.8M | 6.3% | |
| T. Rowe Price Retirement 2045 Trust Fund Class F | — | — | — | $19.3M | 4.3% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $19.3M | 4.3% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $15.6M | 3.5% | |
| T. Rowe Price Retirement 2050 Trust Fund Class F | — | — | — | $15.0M | 3.4% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $15.0M | 3.4% | |
| T. Rowe Price Retirement 2055 Trust Fund Class F | — | — | — | $12.9M | 2.9% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $12.9M | 2.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $11.6M | 2.6% | |
| T. Rowe Price Retirement 2020 Trust Fund Class F | — | — | — | $9.2M | 2.1% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.2M | 2.1% | |
| Fidelity International Index Fund | — | — | — | $8.1M | 1.8% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $7.7M | 1.7% | |
| T. Rowe Price Retirement 2060 Trust Fund Class F | — | — | — | $7.3M | 1.6% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $6.8M | 1.5% | |
| Participants Participant Loans Rates from 3.25% to 10.50% - | — | — | — | $6.0M | 1.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $5.8M | 1.3% | |
| American Funds EuroPacific Growth Fund Class R6 | — | — | — | $4.4M | 1.0% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $2.6M | 0.6% | |
| Loomis Sayles Bond Fund Institutional Class | — | — | — | $2.3M | 0.5% | |
| T. Rowe Price IS Mid Cap Equity Growth | — | — | — | $1.4M | 0.3% | |
| T. Rowe Price Retirement Balanced Trust Fund Class F | — | — | — | $1.3M | 0.3% | |
| TRP RETIRE BAL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| T. Rowe Price Retirement 2015 Trust Fund Class F | — | — | — | $1.2M | 0.3% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| T. Rowe Price Retirement 2010 Trust Fund Class F | — | — | — | $513K | 0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $513K | 0.1% | |
| T. Rowe Price Retirement 2005 Trust Fund Class F | — | — | — | $341K | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $341K | <0.1% | |
| T. Rowe Price Retirement 2065 Trust Fund Class F | — | — | — | $36K | <0.1% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $6K | <0.1% |