Cooper Carry 401(k) match, vesting and fees
What Cooper Carry's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Cooper Carry: employer contribution per participant | $2,404 | |
| Peer median | $2,719 |
| Cooper Carry: average balance | $164,915 | |
| Peer median | $85,424 |
| Cooper Carry: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $57.3M at the end of plan year 2021 to $72.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 452 | $72.2M | $1.1M | $2,404 | 0.34% | Not published | Form 5500 ↗ |
| 2024 | 442 | $64.7M | $373K | $895 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 448 | $54M | $809K | $1,909 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 443 | $48.4M | $949K | $2,275 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 361 | $57.3M | — | — | 0.54% | Not published | Form 5500 ↗ |
Other Cooper Carry plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cooper Carry Inc Profit Sharing Plan & Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Wells Fargo Bank NA | Schedule C ↗ |
| Independent auditor | Carr Riggs & Ingram LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Cooper Carry, Inc Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Cooper Carry match 401(k) contributions?
The match terms for the Cooper Carry, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.1M in employer contributions, about $2,404 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cooper Carry 401(k) match vested?
The vesting schedule for the Cooper Carry, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cooper Carry 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Nationwide. The plan administrator is Cooper Carry, Inc..
I left Cooper Carry. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cooper Carry, Inc., (404) 237-2000) or the recordkeeper, Nationwide. The Cooper Carry old 401(k) page lists the contacts from every plan filing. Find an old Cooper Carry 401(k)
Data from the public Form 5500 annual reports Cooper Carry filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cooper Carry. Not financial advice. Report a correction · Methodology