# Acopia, LLC 401(k) Plan
Source: https://planprovider.pro/companies/acopia-llc-401k-plan

> Acopia, LLC's 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Acopia, LLC

- **Sponsor EIN:** 260777326

- **Sponsor Address:** 306 NORTHCREEK BLVD STE 100, GOODLETTSVILLE, TN, 370722090

- **Plan Type:** 401(k)

- **Total Participants:** 124

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|124|$15.5M|$128,104|$915,472|

| 2023|182|$15.2M|$151,491|$1.1M|

| 2022|208|$12.8M|$196,921|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLANKENSHIP CPA GROUP, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$82,742|—|$82,742|—|—|

| 2023|$76,324|—|$76,324|—|—|

| 2022|$76,586|—|$76,586|—|—|

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