Plan Snapshot
- Plan Sponsor: Canopy Growth Usa, LLC
- Sponsor EIN: 371913718
- Sponsor Address: 501 SOUTH CHERRY ST., DENVER, CO, 80246
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 31 | $4.1M | $155,982 | $341,266 |
| 2023 | 39 | $4.8M | $320,658 | $783,243 |
| 2022 | 131 | $4.4M | $483,343 | $1.3M |
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 |
|---|---|---|---|---|
| PCS RETIREMENT, LLC | Recordkeeper | $41,643 | — | $41,643 |
| THE MANDMARBLESTONE GROUP LLC | Recordkeeper | $12,117 | — | $12,117 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,760
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 |
|---|---|---|---|---|---|
| 2025 | $1,061,533 | — | $41,643 | — | — |
| 2024 | $101,502 | — | $87,327 | — | — |
| 2023 | $29,224 | — | $29,139 | — | — |
| 2022 | $61,818 | $22,182 | $37,021 | — | $2,615 |