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  1. Companies/
  2. Cooper Carry Inc
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Cooper Carry Inc

EIN 58-0863313-architecture & planning-Latest filing 2025
Plans
4
Retirement
3
$87.3M assets
Health & Benefits
1
$348K premiums
Participants
754
191 PEACHTREE STREET NE, SUITE 2400 - ATLANTA, GA 303031740404-237-2000coopercarry.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
4 filings
#005401(k)-$72.2M - 452 part#001Profit-sharing-$9.3M - 105 part#004ESOP-$5.8M - 15 part#502Mixed-$348K - 457 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $87.3M assets / 572 participants

Assets by plan

Share of aggregate retirement assets

  • CARRY, INC. 401(K) (#005)$72.2M
  • PLAN & TRUST (#001)$9.3M
  • EMPLOYEE STOCK OWNERSHIP (#004)$5.8M
Total $87.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • NATIONWIDE$72.2M
  • PCS GEORGIA$9.3M
  • (Not disclosed)$5.8M
Total $87.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CARRY, INC. 401(K) (#005)452
  • PLAN & TRUST (#001)105
  • EMPLOYEE STOCK OWNERSHIP (#004)15
Total 572Select a row to open it

Benefits portfolio analytics

1 plan / $348K premiums / 457 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$230K
  • Vision$230K
  • Other$118K
  • Life$63K
  • Long-term disability$7K
Total $348K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

COOPER CARRY, INC. 401(K) PLAN

401(k)

Assets$72.2M
Participants452
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

COOPER CARRY INC PROFIT SHARING PLAN & TRUST

Profit-sharing

Assets$9.3M
Participants105
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

COOPER CARRY, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.8M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

COOPER CARRY INC WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE CO

Premiums$348K
Covered lives457
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005COOPER CARRY, INC. 401(K) PLAN401(k)$72.2M4522025
#001COOPER CARRY INC PROFIT SHARING PLAN & TRUSTProfit-sharing$9.3M1052025
#004COOPER CARRY, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$5.8M152024
  • COOPER CARRY, INC. 401(K) PLAN$72.2M
    #005 · 401(k) · 2025452
  • COOPER CARRY INC PROFIT SHARING PLAN & TRUST$9.3M
    #001 · Profit-sharing · 2025105
  • COOPER CARRY, INC EMPLOYEE STOCK OWNERSHIP PLAN$5.8M
    #004 · ESOP · 202415

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502COOPER CARRY INC WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE CO$348K4572025
  • COOPER CARRY INC WELFARE BENEFIT PLAN$348K
    #502 · Mixed · AETNA LIFE INSURANCE CO · 2025457
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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  5. Health & Benefits plans
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