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Original filing (PDF)20250829085714NAL0019069712001
COOPER HATCHERY, INC.
Form 5500
FILING_RECEIVED
COOPER FARMS RETIREMENT PLAN
401(k) retirement plan
Active participants
1,692
Accounts w/ balance
1,880
Plan assets (EOY)
$130.0M
Net assets (EOY)
$129.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 132% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER HATCHERY, INC..
Plan sponsor
Name
COOPER HATCHERY, INC.
EIN
34-4852946
Address
PO BOX 547 · OAKWOOD, OH · 45873
Phone
(419) 594-3325
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-08-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SHULTZ HUBER & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | — | WALTHAM, MA | INVESTMENT ADVISOR | $150K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IN | CONTRACT ADMIN | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHULTZ HUBER & ASSOCIATES | — | VAN WERT, OH | AUDITOR | $21K | — |
Investments
30 direct securities· $128.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Registered Investment Company | — | — | — | $21.7M | 16.7% | |
| Vanguard Target Retirement 2030 Inv Registered Investment Company | — | — | — | $14.2M | 10.9% | |
| Vanguard Target Retirement 2025 Inv Registered Investment Company | — | — | — | $13.3M | 10.3% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company | — | — | — | $12.9M | 9.9% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company | — | — | — | $11.3M | 8.7% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company | — | — | — | $10.8M | 8.3% | |
| Empower Select Guaranteed Fund Fixed Income Annuity 2.40% | — | — | — | $7.6M | 5.8% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company | — | — | — | $7.3M | 5.6% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $3.5M | 2.7% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company | — | — | — | $3.4M | 2.6% | |
| Vanguard Target Retirement Income Inv Registered Investment Company | — | — | — | $3.1M | 2.4% | |
| Vanguard Target Retirement 2020 Inv Registered Investment Company | — | — | — | $2.7M | 2.1% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $2.5M | 1.9% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $2.3M | 1.8% | |
| Dodge & Cox Stock - 1 Registered Investment Company | — | — | — | $2.2M | 1.7% | |
| Vanguard Target Retirement 2065 Inv Registered Investment Company | — | — | — | $1.9M | 1.5% | |
| American Funds Europacific GR R6 Registered Investment Company | — | — | — | $1.3M | 1.0% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company | — | — | — | $959K | 0.7% | |
| American Funds Corporate Bond R6 Registered Investment Company | — | — | — | $945K | 0.7% | |
| JPMorgan Mid Cap Value R6 Registered Investment Company | — | — | — | $756K | 0.6% | |
| Columbia Overseas Value Instl 3 Registered Investment Company | — | — | — | $650K | 0.5% | |
| T. Rowe Price Integrated US SM GR EO I Registered Investment Company | — | — | — | $544K | 0.4% | |
| Nuveen Real Estate Securities Select R6 Registered Investment Company | — | — | — | $540K | 0.4% | |
| Columbia Small Cap Index Instl 3 Registered Investment Company | — | — | — | $488K | 0.4% | |
| Columbia Small Cap Value I Instl 3 Registered Investment Company | — | — | — | $412K | 0.3% | |
| Carillon Eagle Mid Cap Growth R6 Registered Investment Company | — | — | — | $409K | 0.3% | |
| American Funds US Government Sec R6 Registered Investment Company | — | — | — | $343K | 0.3% | |
| Empower - Forfeitures Adjustments due to transfer | — | — | — | $282K | 0.2% | |
| Macquarie Emerging Markets R6 Registered Investment Company | — | — | — | $162K | 0.1% | |
| Brandywineglobal - Global Opps Bond IS Registered Investment Company | — | — | — | $128K | <0.1% |
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