Back to filter
Original filing (PDF)20250625103415NAL0018711650001
JACK COOPER INVESTMENTS, INC.
Form 5500
FILING_RECEIVED
JACK COOPER 401(K) PLAN
401(k) retirement plan
Active participants
2,259
Accounts w/ balance
1,124
Plan assets (EOY)
$88.1M
Net assets (EOY)
$88.1M
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)
86
/ 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
65
Knocking points off
- 37 bps in Schedule C fees — 129% above peer band of 16 bps.
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK COOPER INVESTMENTS, INC..
Plan sponsor
Name
JACK COOPER INVESTMENTS, INC.
EIN
84-2621882
Address
2301 E. EVESHAM ROAD · PAVILION 800, SUITE 210 · VOORHEES, NJ · 08043
Phone
(856) 767-3000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
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
SEE ATTACHED REASONABLE CAUSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $171K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISOR | $125K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERGANKDC LLC | 81-3053687 | — | AUDITOR | $26K | — |
Investments
30 direct securities· $88.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Fds Gr Fd of America R6 | — | — | — | $15.4M | 17.5% | |
| American Funds American Funds Inv Co of America R6 | — | — | — | $7.0M | 7.9% | |
| Transamerica Life Ins. Co. Transamerica Guaranteed Inv Option | — | — | — | $5.3M | 6.0% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 | — | — | — | $5.1M | 5.8% | |
| American Funds American Funds 2030 Trgt Dt Ret R6 | — | — | — | $4.6M | 5.2% | |
| American Funds American Funds American Balanced R6 | — | — | — | $4.5M | 5.1% | |
| American Funds American Funds Washington Mtl R6 | — | — | — | $4.0M | 4.5% | |
| Vanguard 500 Index Adm | — | — | — | $3.9M | 4.4% | |
| American Funds American Funds AMCAP R6 | — | — | — | $3.7M | 4.2% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 | — | — | — | $3.0M | 3.5% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 | — | — | — | $2.9M | 3.3% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $2.7M | 3.1% | |
| Lord Abbett Lord Abbett Total Return R6 | — | — | — | $2.7M | 3.0% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 | — | — | — | $2.6M | 3.0% | |
| American Funds American Funds Small Cap World R6 | — | — | — | $2.4M | 2.7% | |
| Janus Henderson Enterprise N | — | — | — | $2.2M | 2.5% | |
| Victory Sycamore Est Val R6 | — | — | — | $1.9M | 2.1% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 | — | — | — | $1.9M | 2.1% | |
| American Funds American Funds American Mtl R6 | — | — | — | $1.8M | 2.1% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 | — | — | — | $1.8M | 2.1% | |
| American Funds American Funds New Perspective R6 | — | — | — | $1.7M | 1.9% | |
| American Beacon American Beacon Small Cap Val R6 | — | — | — | $1.5M | 1.7% | |
| JPMorgan Small Cap Gr R6 | — | — | — | $1.3M | 1.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.3M | 1.5% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | — | — | — | $1.0M | 1.2% | |
| Blackrock Strategic Inc Opps K | — | — | — | $914K | 1.0% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 | — | — | — | $510K | 0.6% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 | — | — | — | $243K | 0.3% | |
| State Street State Street Instl US Govt Money Market Premier | — | — | — | $109K | 0.1% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 | — | — | — | $45K | <0.1% |