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Original filing (PDF)20250908150615NAL0041271650001
COOPER MACHINERY SERVICES, LLC
Form 5500
FILING_RECEIVED
COOPER MACHINERY SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
599
Accounts w/ balance
706
Plan assets (EOY)
$35.1M
Net assets (EOY)
$35.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER MACHINERY SERVICES, LLC.
Plan sponsor
Name
COOPER MACHINERY SERVICES, LLC
EIN
46-5397496
Address
16250 PORT NORTHWEST DRIVE · HOUSTON, TX · 77041
Phone
(713) 354-1900
Industry
Other Services (ex. Public Admin)see 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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON AND BREZINA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $23K | — |
Investments
32 direct securities · 10 pooled funds· $82.2M(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
$44.2M
31 holdings
Pooled Separate Account
$23.5M
1 holding
Common Collective Trust
$9.3M
9 holdings
Pooled Separate Accounts
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $23.5M | 67.1% | |
| s * Voya*** Vanguard Instit Tgt Ret 2035 Ins | Pooled Separate Accounts | — | — | $5.1M | 14.6% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $5.1M | 14.6% | |
| Voya *** Vanguard Insist Tgt Ret 2045 Ins | — | — | — | $3.3M | 9.4% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $3.3M | 9.4% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $3.3M | 9.3% | |
| Voya*** Vanguard Insist Tgt Ret 2025 Ins | — | — | — | $3.3M | 9.3% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $3.0M | 8.6% | |
| Voya*** Vanguard Insist Tgt Ret 2040 Ins | — | — | — | $3.0M | 8.6% | |
| Voya*** Vanguard Insist Tgt Ret 2030 Ins | — | — | — | $2.9M | 8.3% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $2.9M | 8.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $2.9M | 8.2% | |
| NT COLLECTIVE S&P 500 INDEX FUND DC NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.6M | 7.5% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $1.8M | 5.1% | |
| Voya*** Vanguard Instit Tgt Ret 2050 Ins | — | — | — | $1.8M | 5.1% | |
| Group Annuity Contracts * Voya*** Voya Fixed Account | — | — | — | $1.1M | 3.1% | |
| Participant loans Notes receivable from participants bearing interest at rates ranging from 4.25% to 9.5% - | — | — | — | $1.1M | 3.1% | |
| MFS LARGE CAP VALUE CIT - FEE CLASS WILMINGTON TRUST FUNDS · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $928K | 2.6% | |
| WILMINGTON TRUST EUROPACIFIC GROWTH WILMINGTON TRUST, N.A · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $813K | 2.3% | |
| Voya*** Vanguard Instit Tgt Ret 2050 Ins | — | — | — | $686K | 2.0% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $686K | 2.0% | |
| Voya*** Vanguard Instit Tgt Ret 2055 Ins | — | — | — | $588K | 1.7% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $588K | 1.7% | |
| FIDELITY CIT FIAM CORE PLUS CP FIDELITY FUNDS · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $576K | 1.6% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $553K | 1.6% | |
| Voya*** Vanguard Instit Tgt Ret 2060 Ins | — | — | — | $553K | 1.6% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $491K | 1.4% | |
| Voya*** Vanguard Instit Tgt Ret 2055 Ins | — | — | — | $491K | 1.4% | |
| Voya*** Vanguard Instit Tgt Ret Inc Fd | — | — | — | $478K | 1.4% | |
| (Held at End of Year) COOPER MACHINERY SERVICES 401(K)PLAN EIN#46-5397496 Plan# 001 Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $478K | 1.4% | |
| Voya*** Allspg Spec SmCp Vl Fd R6 | — | — | — | $474K | 1.4% | |
| Voya*** N Trust Sm/Mid Cap Index Fd | — | — | — | $451K | 1.3% | |
| NT COLLECTIVE EXTENDED MARKET INDEX NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $451K | 1.3% | |
| NT COLL ACWI EX-US INVEST MKT IDX F NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $420K | 1.2% | |
| NT C ACWI x US In M Id DC NL 4 Common Collective Trust | — | — | — | $420K | 1.2% | |
| Voya*** MassMutual Sel Md Cp Grw Fd I | — | — | — | $406K | 1.2% | |
| MssMtl Md Cp Gr Fd I Registered Investment Company | — | — | — | $406K | 1.2% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $398K | 1.1% | |
| Loomis Sayles SmCp Grw Fnd N Registered Investment Company | — | — | — | $372K | 1.1% | |
| MFS MID CAP VALUE FUND - FEE CLASS WILMINGTON TRUST FUNDS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $250K | 0.7% | |
| Voya*** Vanguard Instit Tgt Ret 2070 Ins | — | — | — | $90K | 0.3% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $90K | 0.3% |
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