Back to filter
Original filing (PDF)20250715143659NAL0002302625001
COOPER ELECTRICAL CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
COOPER ELECTRICAL CONSTRUCTION COMPANY 401K SAVINGS PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
120
Accounts w/ balance
192
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
84
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Charles Schwab Schwab Total Stock Market Index" is 32% of plan.
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER ELECTRICAL CONSTRUCTION COMPANY.
Plan sponsor
Name
COOPER ELECTRICAL CONSTRUCTION COMPANY
EIN
56-0592188
Address
1706 E WENDOVER AVE · GREENSBORO, NC · 27405
Phone
(336) 579-7771
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
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
DMJPS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPARTAN PLANNING AND WEALTH MGMT | 56-1616567 | — | ADVISOR | $39K | — |
Investments
21 direct securities· $7.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Total Stock Market Index | — | — | — | $2.3M | 31.6% | |
| Party-in- Borrower, Lessor, or Maturity Date, Rate of Interest, Current Interest Similar Party Collateral, Par, or Maturity Value Blueprint Growth Institutional | — | — | — | $816K | 11.1% | |
| Charles Schwab Treas Inflation Protected SEC IDX FD | — | — | — | $706K | 9.6% | |
| Fidelity US Bond Index | — | — | — | $514K | 7.0% | |
| Fidelity Real Estate Index | — | — | — | $510K | 7.0% | |
| Vanguard Intermediate Term Treasury Fund | — | — | — | $504K | 6.9% | |
| Charles Schwab Fundamental Emerging Market Large Index | — | — | — | $501K | 6.8% | |
| Charles Schwab International Index Fund | — | — | — | $469K | 6.4% | |
| Charles Schwab Target 2040 Index Fund | — | — | — | $253K | 3.5% | |
| Charles Schwab US Large Cap Growth Index Fund | — | — | — | $231K | 3.2% | |
| Fidelity International Bond Index | — | — | — | $186K | 2.5% | |
| Charles Schwab US Mid Cap Index Fund | — | — | — | $76K | 1.0% | |
| Vanguard Small Cap I | — | — | — | $65K | 0.9% | |
| Charles Schwab Bank Schwab Bank Money Market Fund | — | — | — | $62K | 0.9% | |
| Charles Schwab S&P 500 Index Fund | — | — | — | $29K | 0.4% | |
| Charles Schwab Target 2035 Index Fund | — | — | — | $22K | 0.3% | |
| Fidelity Short Term Treasury Bond Index | — | — | — | $9K | 0.1% | |
| Charles Schwab Target 2030 Index Fund | — | — | — | $5K | <0.1% | |
| Charles Schwab Target 2060 Index Fund | — | — | — | $4K | <0.1% | |
| Charles Schwab Target 2055 Index Fund | — | — | — | $4K | <0.1% | |
| Charles Schwab Target 2045 Index Fund | — | — | — | $4K | <0.1% |