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Original filing (PDF)20250815123351NAL0010493665001
THE COOPER COMPANIES, INC.
Form 5500
FILING_RECEIVED
THE COOPER COMPANIES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
4,166
Accounts w/ balance
5,157
Plan assets (EOY)
$487.6M
Net assets (EOY)
$487.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE COOPER COMPANIES, INC..
Plan sponsor
Name
THE COOPER COMPANIES, INC.
EIN
94-2657368
Address
6101 BOLLINGER CANYON RD. · SUITE 500 · SAN RAMON, CA · 94583
Phone
(925) 460-3698
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
102
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
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
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $378K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $494.1M(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
$494.1M
31 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index Mutual Fund | — | — | — | $58.3M | 12.0% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $44.0M | 9.0% | |
| T. Rowe Price Retirement I 2045 I Mutual Fund | — | — | — | $36.4M | 7.5% | |
| T. Rowe Price Retirement I 2040 I Mutual Fund | — | — | — | $36.1M | 7.4% | |
| T. Rowe Price Retirement I 2030 I Mutual Fund | — | — | — | $31.7M | 6.5% | |
| T. Rowe Price Retirement I 2050 I Mutual Fund | — | — | — | $30.7M | 6.3% | |
| T. Rowe Price Retirement I 2035 I Mutual Fund | — | — | — | $23.7M | 4.9% | |
| American Beacon Lg Cap Val A Mutual Fund | — | — | — | $22.7M | 4.7% | |
| T. Rowe Price Retirement I 2055 I Mutual Fund | — | — | — | $20.7M | 4.2% | |
| Transamerica Life Insurance Co. Transamerica Guaranteed Inv Option Insurance Co. General Account | — | — | — | $18.7M | 3.8% | |
| T. Rowe Price Retirement I 2025 I Mutual Fund | — | — | — | $16.7M | 3.4% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $12.0M | 2.5% | |
| T. Rowe Price Diversified Mid Cap Gr I Mutual Fund | — | — | — | $12.0M | 2.5% | |
| T. Rowe Price Retirement I 2020 I Mutual Fund | — | — | — | $11.7M | 2.4% | |
| BlackRock Total Return Instl Mutual Fund | — | — | — | $11.6M | 2.4% | |
| Vanguard Mid Cap Index Instl Mutual Fund | — | — | — | $11.6M | 2.4% | |
| Vanguard Total Bond Mkt Index Instl Mutual Fund | — | — | — | $11.1M | 2.3% | |
| Vanguard Total Intl Stock Idx Instl Mutual Fund | — | — | — | $11.1M | 2.3% | |
| Fidelity Small Cap Gr K6 Mutual Fund | — | — | — | $10.8M | 2.2% | |
| Vanguard Small Cap Index Inst Mutual Fund | — | — | — | $10.5M | 2.2% | |
| T. Rowe Price Retirement I 2060 I Mutual Fund | — | — | — | $10.0M | 2.0% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $8.7M | 1.8% | |
| maturing through February 2040 0 | — | — | — | $6.6M | 1.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $6.6M | 1.3% | |
| Franklin Small Cap Value Adv Mutual Fund | — | — | — | $6.2M | 1.3% | |
| Columbia Select Mid Cap Value S Mutual Fund | — | — | — | $4.5M | 0.9% | |
| Vanguard Intl Val Mutual Fund | — | — | — | $3.5M | 0.7% | |
| T. Rowe Price Retirement I 2065 I Mutual Fund | — | — | — | $2.8M | 0.6% | |
| T. Rowe Price Retirement I 2015 I Mutual Fund | — | — | — | $2.0M | 0.4% | |
| T. Rowe Price Retirement I 2010 I Mutual Fund | — | — | — | $946K | 0.2% | |
| T. Rowe Price Retirement I 2005 I Mutual Fund | — | — | — | $173K | <0.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |