# Cope Community Services, INC. DC Plan
Source: https://planprovider.pro/companies/cope-community-services-inc-plan-001

> Cope Community Services, INC.'s DC plan: 391 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cope Community Services, INC.

- **Sponsor EIN:** 860363717

- **Sponsor Address:** 1485 W. COMMERCE COURT, TUCSON, AZ, 85746

- **Plan Type:** DC

- **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|

| THE VANGUARD GROUP, INC.|NONE|$56,098|—|$56,098|

| ADDINGTON & ASSOCIATES, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,098

- **Estimated Expense Ratio:** 0.283% 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|$56,218|—|$56,098|—|—|

| 2023|$50,775|—|$50,655|—|—|

| 2022|$79,212|$102|$78,990|—|—|

## Similar Plans

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

- [Copa Health, INC.](https://planprovider.pro/companies/copa-health-inc-401k-plan) — 773 participants

- [Terros, INC.](https://planprovider.pro/companies/terros-inc-401k-plan) — 1,040 participants

- [Community Medical Services Holdings, LLC](https://planprovider.pro/companies/community-medical-services-holdings-llc-401k-plan) — 1,043 participants

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