Plan Snapshot
- Plan Sponsor: Cope Community Services, INC.
- Sponsor EIN: 860363717
- Sponsor Address: 1485 W. COMMERCE COURT, TUCSON, AZ, 85746
- Plan Type: 403(b)
- Total Participants: 391
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 391 | $19.8M | $1.3M | $1.1M |
| 2023 | 397 | $16.7M | $1.3M | $1.1M |
| 2022 | 401 | $13.2M | $1.3M | $985,997 |
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 |
|---|---|---|---|---|
| ADDINGTON & ASSOCIATES, 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 | $56,218 | — | $56,098 | — | — |
| 2023 | $50,775 | — | $50,655 | — | — |
| 2022 | $79,212 | $102 | $78,990 | — | — |