Back to filter
Original filing (PDF)20251002074848NAL0000139971001
COOPER CARRY, INC.
Form 5500
FILING_RECEIVED
COOPER CARRY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
282
Accounts w/ balance
417
Plan assets (EOY)
$64.7M
Net assets (EOY)
$64.7M
How this plan invests
This plan
69 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 205% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER CARRY, INC..
Plan sponsor
Name
COOPER CARRY, INC.
EIN
58-0863313
Address
191 PEACHTREE STREET, NE · SUITE 2400 · ATLANTA, GA · 303031770
Phone
(404) 237-2000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | — | $206K | — |
| PENSION FINANCIAL SERVICES INC. | — | DULUTH, GA | — | $61K | — |
| IRON-CO-FID-INDEX COMPREHENSIVE | — | SHAWNEE MISSION, KS | — | $30K | — |
| CARR, RIGGS AND INGRAM | — | ATLANTA, GA | — | $19K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | — | — | — |
| SILVER OAK SECURITIES INC | — | JACKSON, TN | — | — | — |
Investments
69 direct securities· $64.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Fund " | — | — | — | $11.1M | 17.2% | |
| Fidelity 500 Index Fund " | — | — | — | $6.6M | 10.3% | |
| Fidelity Multi-Asset Index Fund " | — | — | — | $5.6M | 8.6% | |
| Vanguard Small-Cap Index Admiral Fund " | — | — | — | $5.2M | 8.0% | |
| Vanguard Developed Markets Index Admiral Fund " | — | — | — | $4.8M | 7.3% | |
| Vanguard Mid-Cap Index Admiral Fund " | — | — | — | $4.1M | 6.3% | |
| Vanguard Value Index Admiral Fund " | — | — | — | $3.9M | 6.0% | |
| State Street Balanced Index K Fund " | — | — | — | $3.4M | 5.2% | |
| Virtus AllianzGI Technology Institutional Fund " | — | — | — | $2.3M | 3.6% | |
| Nationwide Fixed Select Contact Guaranteed account | — | — | — | $1.8M | 2.8% | |
| Vanguard Intermediate-Term Treasury Index Admiral Fund " | — | — | — | $1.3M | 2.1% | |
| Nuveen Lifecycle Index 2050 R6 Fund " | — | — | — | $1.3M | 2.0% | |
| American Funds The Growth Fund of America R6 Fund " | — | — | — | $1.3M | 2.0% | |
| Vanguard Total Stock Market Index Admiral Fund " | — | — | — | $1.2M | 1.9% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $1.1M | 1.6% | |
| Vanguard Dividend Appreciation Index Admiral Fund " ** 157 Vanguard Dividend Growth Investor Fund " ** 152 Vanguard Emerging Markets Stock Index Admiral Fund " | — | — | — | $988K | 1.5% | |
| Federated Hermes Institutional High Yield Bond Institutional Fund " | — | — | — | $904K | 1.4% | |
| Vanguard Wellesley Income Admiral Fund " | — | — | — | $821K | 1.3% | |
| Nuveen Lifecycle Index 2045 R6 Fund " | — | — | — | $805K | 1.2% | |
| Vanguard Target Retirement 2020 Investor Fund " ** 154 Vanguard Target Retirement Income Fund " ** 153 Vanguard Total International Bond Index Admiral Fund " | — | — | — | $776K | 1.2% | |
| Nuveen Lifecycle Index 2055 R6 Fund " | — | — | — | $721K | 1.1% | |
| Nuveen Lifecycle Index 2060 R6 Fund " | — | — | — | $583K | 0.9% | |
| Vanguard Short-Term Corporate Bond Index Fund " | — | — | — | $446K | 0.7% | |
| Vanguard Real Estate Index Admiral Fund " | — | — | — | $436K | 0.7% | |
| Nuveen Lifecycle Index 2040 R6 Fund " | — | — | — | $411K | 0.6% | |
| Nuveen Lifecycle Index 2035 R6 Fund " | — | — | — | $406K | 0.6% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $337K | 0.5% | |
| T. Rowe Price Blue Chip Growth Fund " | — | — | — | $284K | 0.4% | |
| Nuveen Lifecycle Index 2025 R6 Fund " | — | — | — | $257K | 0.4% | |
| Vanguard Short-Term Bond Index Fund " | — | — | — | $246K | 0.4% | |
| Nuveen Lifecycle Index 2030 R6 Fund " | — | — | — | $147K | 0.2% | |
| Allspring Precious Metals Institutional Fund " | — | — | — | $127K | 0.2% | |
| American Funds New Perspective R6 Fund " | — | — | — | $100K | 0.2% | |
| Fidelity Inflation- Protected Bond Index Fund " | — | — | — | $93K | 0.1% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage account | — | — | — | $90K | 0.1% | |
| Nuveen Lifecycle Index 2065 R6 Fund " | — | — | — | $77K | 0.1% | |
| JPMorgan Small Cap Equity R5 Fund " | — | — | — | $72K | 0.1% | |
| Invesco Comstock R5 Fund " | — | — | — | $60K | <0.1% | |
| AB High Income I Fund Mutual fund | — | — | — | $59K | <0.1% | |
| Nuveen Lifecycle Index 2015 R6 Fund " ** 372 Nuveen Lifecycle Index 2020 R6 Fund " | — | — | — | $56K | <0.1% | |
| PIMCO Low Duration Institutional Fund " | — | — | — | $56K | <0.1% | |
| Federated Hermes Government Obligations Premier Fund " | — | — | — | $53K | <0.1% | |
| PIMCO Real Return Institutional Fund " | — | — | — | $48K | <0.1% | |
| Vanguard FTSE Social Index Admiral Fund " | — | — | — | $42K | <0.1% | |
| Vanguard Small-Cap Value Index Admiral Fund " | — | — | — | $33K | <0.1% | |
| Thornburg International Value R6 Fund " | — | — | — | $28K | <0.1% | |
| Calvert International Responsible Index R6 Fund " | — | — | — | $21K | <0.1% | |
| Vanguard U.S. Growth Admiral Fund " | — | — | — | $17K | <0.1% | |
| Aberdeen Emerging Markets I Fund " | — | — | — | $16K | <0.1% | |
| Vanguard International Growth Admiral Fund " | — | — | — | $14K | <0.1% | |
| TCW Securitized Bond I Fund " | — | — | — | $12K | <0.1% | |
| Parnassus Core Equity Institutional Fund " | — | — | — | $12K | <0.1% | |
| Calvert Balanced I Fund " | — | — | — | $10K | <0.1% | |
| Impax Sustainable Allocation Institutional Fund " | — | — | — | $9K | <0.1% | |
| Calvert Social Index I Fund " | — | — | — | $9K | <0.1% | |
| Baron Partners Institutional Fund " | — | — | — | $8K | <0.1% | |
| Domini Impact International Equity Institutional Fund " | — | — | — | $8K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 Fund " | — | — | — | $6K | <0.1% | |
| Fidelity Select Semiconductors Portfolio Fund " | — | — | — | $5K | <0.1% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund " | — | — | — | $3K | <0.1% | |
| Calvert Global Energy Solutions I Fund " | — | — | — | $3K | <0.1% | |
| Janus Henderson Global Technology and Innovation N Fund " | — | — | — | $3K | <0.1% | |
| Vanguard Information Technology Index Admiral Fund " | — | — | — | $3K | <0.1% | |
| Virtus KAR Small-Cap Core R6 Fund " | — | — | — | $2K | <0.1% | |
| Eaton Vance Atlanta Capital Focused Growth Institutional Fund " | — | — | — | $2K | <0.1% | |
| Janus Henderson Forty N Fund " | — | — | — | $2K | <0.1% | |
| Calvert Equity I Fund " | — | — | — | $2K | <0.1% | |
| BlackRock High Yield Portfolio Institutional Fund " | — | — | — | $1K | <0.1% | |
| Matthews China Small Companies Fund " | — | — | — | $1K | <0.1% |
Related plans
Other plans using NATIONWIDE
NATIONWIDE CHILDREN'S HOSPITAL, INC.
NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN
$1.0B · 16,511 participants
NATIONWIDE CHILDREN'S HOSPITAL
NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN
$841.3M · 16,511 participants
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN
STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN
$522.0M · 5,806 participants
ELLIS HOSPITAL
ELLIS HOSPITAL EMPLOYEES DEFINED CONTRIBUTION RETIREMENT PLAN
$268.7M · 2,732 participants
MOREHOUSE SCHOOL OF MEDICINE
MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN
$260.2M · 1,609 participants
HOLDER CONSTRUCTION GROUP, LLC
HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN
$229.4M · 1,589 participants
Similar-size Professional & Technical Services plans
BL COMPANIES, INC.
BL COMPANIES 401(K) PLAN
$64.3M · 395 participants
SYMMES MAINI & MCKEE ASSOC. INC.
SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN
$63.2M · 209 participants
KTGY GROUP, INC.
KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN
$66.8M · 366 participants
MOREGROUP HOLDINGS
MOREGROUP HOLDINGS 401(K) PLAN
$62.5M · 654 participants
BOSTON TRUST WALDEN COMPANY
BOSTON TRUST WALDEN COMPANY PROFIT SHARING & 401(K) PLAN
$62.3M · 93 participants
GREENBERG FARROW ARCHITECTURE INCORPORATED
THE GREENBERG FARROW ARCHITECTURE INCORPORATED STOCK OWNERSHIP AND 401(K) PLAN
$67.3M · 244 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants