Retirement plan

ALEX COOPER AUCTIONEERS, INC. 401 (K) PLAN

Name: ALEX COOPER AUCTIONEERS, INC. - ALEX COOPER AUCTIONEERS, INC. 401 (K) PLAN (2025) Form 5500
Creator: ALEX COOPER AUCTIONEERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEX COOPER AUCTIONEERS, INC. 401 (K) PLAN, ALEX COOPER AUCTIONEERS, INC.

ALEX COOPER AUCTIONEERS, INC.EIN 52-0746289Plan #003PY 2025

908 YORK RD - TOWSON, MD 212042541410-828-4838alexcooper.comLinkedIn11-50 employeesreal estate

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.8M

-24.9% from 2024

Total participants

-5.0% from 2024

Average account balance

$80,101

-6.1% from 2024

Annual return

6.86%

-6.69 pp from 2024

Benchmarks

See 3,532 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort3,532 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$80K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

102.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$387K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$42190

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$43088 / participant

Other / not subdivided$2M100.0%

% of EOY assets

52.672%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,101

$107,421-25.4%

$182,262-56.1%

$94,015-14.8%

Participation rate

80.9%

77.8%+3.1pp

84.2%-3.4pp

70.8%+10.0pp

Annual return

6.86%

21.32%-14.5pp

140.60%-133.7pp

17.84%-11.0pp

Employer contribution / active EE

$2,849

$3,448-17.4%

$5,046-43.5%

$2,790+2.1%

Participant deferral / active EE

$5,395

$6,558-17.7%

$8,276-34.8%

$4,249+27.0%

Admin fee / account holder

$42,190

$8,692+385.4%

$16,712+152.5%

$8,951+371.3%

ALEX COOPER AUCTIONEERS, INC. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALEX COOPER AUCTIONEERS, INC. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion