Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COOPER CARRY, INC.
EIN 58-0863313architecture & planningLatest filing 2025
Plans
4
Retirement
3
$88.2M assets
Welfare
1
$348K premiums
Participants
892
191 PEACHTREE STREET, NE, SUITE 2400 - ATLANTA, GA 303031770404-237-2000coopercarry.comLinkedIn201-500 employeesarchitecture & planning
Retirement portfolio analytics
3 plans aggregated / $88.2M assets / 710 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
82%top
- NATIONWIDE82%
- WELLS FARGO BANK, N.A.12%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $348K premiums / 457 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$230K
- Vision$230K
- Other$118K
- Life$63K
- Long-term disability$7K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- AETNA LIFE INSURANCE COMPANY66%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- UNITEDHEALTHCARE INSURANCE COMPANY13%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
- BB&T INSURANCE SERVICES, INC.0%
- MARSH & MCLENNAN AGENCY LLC0%
- PRECEPT INSURANCE SOLUTIONS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
COOPER CARRY, INC. 401(K) PLAN
401k
Assets$72.2M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COOPER CARRY INC PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$10.1M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COOPER CARRY, INC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COOPER CARRY INC WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE CO
Premiums$348K
Covered lives457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | COOPER CARRY, INC. 401(K) PLAN | 401k | $72.2M | 452 | 2025 | |
| 001 | COOPER CARRY INC PROFIT SHARING PLAN & TRUST | ProfitSharing | $10.1M | 243 | 2024 | |
| 004 | COOPER CARRY, INC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.8M | 15 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COOPER CARRY INC WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE CO | $348K | 457 | 2025 |
Retirement plans
Welfare plans