# Cope Plastics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cope-plastics-inc-401k-plan

> Cope Plastics, INC.'s 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cope Plastics, INC.

- **Sponsor EIN:** 370774093

- **Sponsor Address:** 4441 INDUSTRIAL DRIVE, ALTON, IL, 62002

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

- **Total Participants:** 339

- **Total Assets:** $45.0M

## 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|339|$45.0M|$562,361|$1.5M|

| 2023|326|$38.8M|$552,181|$1.5M|

| 2022|341|$32.1M|$527,143|$1.4M|

## 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|

| TFB ADVISORS, LLC|PLAN ADVISORY SERVICES|$85,984|—|$85,984|

| NATIONWIDE|RECORDKEEPER|$70,244|—|$70,244|

| TAX FAVORED BENEFITS, INC.|THIRD PARTY ADMINISTRATO|$15,317|—|$15,317|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISOR|$8,599|—|$8,599|

| RICK & SHANNAHAN, CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $180,144

- **Estimated Expense Ratio:** 0.401% 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|$182,991|$182,991|—|—|—|

| 2023|$148,572|—|$131,487|—|—|

| 2022|$138,637|—|$121,967|—|$16,670|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cope-plastics-inc-401k-plan)

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