Retirement plan

TRUST COOPERAGE CORPORATION RETIREMENT PLAN

Name: TRUST COOPERAGE CORPORATION - TRUST COOPERAGE CORPORATION RETIREMENT PLAN (2025) Form 5500
Creator: TRUST COOPERAGE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUST COOPERAGE CORPORATION RETIREMENT PLAN, TRUST COOPERAGE CORPORATION

TRUST COOPERAGE CORPORATIONEIN 82-4287820Plan #001PY 2025

4495 MILITARY TRAIL, SUITE 110 - JUPITER, FL 33458707-337-0355

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

-32.5% from 2024

Total participants

0.0% from 2024

Average account balance

$367,048

-40.9% from 2024

Annual return

11.35%

-1.30 pp from 2024

Benchmarks

See 3,092 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,092 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.94M

Not enough data

1 years with asset history on file

Average account balance

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

$367K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$254474

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$339299 / participant

Other / not subdivided$2M100.0%

% of EOY assets

69.330%

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

$367,048

$142,354+157.8%

$125,529+192.4%

$155,188+136.5%

Participation rate

100.0%

78.1%+21.9pp

74.7%+25.3pp

80.8%+19.2pp

Annual return

11.35%

306.06%-294.7pp

202.56%-191.2pp

148.84%-137.5pp

Employer contribution / active EE

$13,333

$3,501+280.8%

$3,058+336.1%

$4,248+213.9%

Participant deferral / active EE

$5,867

$5,491+6.8%

$4,813+21.9%

$6,531-10.2%

Admin fee / account holder

$254,474

$19,392+1212.3%

$16,298+1461.4%

$14,480+1657.4%

TRUST COOPERAGE CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUST COOPERAGE CORPORATION RETIREMENT 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