# Copa Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/copa-health-inc-401k-plan

> Copa Health, INC.'s 401(k) plan: 773 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copa Health, INC.

- **Sponsor EIN:** 844608444

- **Sponsor Address:** 924 N. COUNTRY CLUB, MESA, AZ, 85201

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

- **Total Participants:** 773

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|773|$12.7M|$355,911|$1.4M|

| 2023|1,048|$12.0M|$372,856|$1.5M|

| 2022|1,009|$10.1M|$291,362|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$84,603|—|$84,603|

| COMMONWEALTH FINANCIAL NETWORK|INVESTMENT ADVISORY|—|$28,855|$28,855|

| JULY BUSINESS SERVICES INC|CONTRACT ADMINISTRATOR|$15,578|$5,655|$21,233|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISORY

- [JULY BUSINESS SERVICES INC](https://planprovider.pro/provider/july-business-services) — CONTRACT ADMINISTRATOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,691

- **Estimated Expense Ratio:** 1.057% of plan assets

### 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|$100,182|—|$100,182|—|—|

| 2023|$87,366|—|$87,366|—|—|

| 2022|$92,544|—|$92,544|—|—|

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- [Horizon Health And Wellness, INC.](https://planprovider.pro/companies/horizon-health-and-wellness-inc-401k-plan) — 392 participants

- [Cope Community Services, INC.](https://planprovider.pro/companies/cope-community-services-inc-plan-001) — 391 participants

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