# Copan Diagnostics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/copan-diagnostics-inc-401k-plan

> Copan Diagnostics, INC.'s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copan Diagnostics, INC.

- **Sponsor EIN:** 133786854

- **Sponsor Address:** 26055 JEFFERSON AVENUE, MURRIETA, CA, 92562

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

- **Total Participants:** 240

- **Total Assets:** $5.7M

## 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|240|$5.7M|$543,817|$791,316|

| 2023|208|$4.8M|$602,139|$776,280|

| 2022|194|$3.0M|$407,964|$598,352|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|—|$6,547|$6,547|

| ADP, INC.|RECORD KEEPER|$5,942|—|$5,942|

| FUNARO & CO. P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FUNARO & CO. P.C.](https://planprovider.pro/provider/funaro-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,489

- **Estimated Expense Ratio:** 0.219% 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|$5,943|—|—|—|—|

| 2023|$4,220|—|—|—|—|

| 2022|$2,640|—|—|—|—|

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