# Copeland Buhl & Company Pllp 401(k) Plan
Source: https://planprovider.pro/companies/copeland-buhl-company-pllp-401k-plan

> Copeland Buhl & Company Pllp's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copeland Buhl & Company Pllp

- **Sponsor EIN:** 411292716

- **Sponsor Address:** 3033 CAMPUS DRIVE, SUITE E590, PLYMOUTH, MN, 55441

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

- **Total Participants:** 111

- **Total Assets:** $23.4M

## 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|111|$23.4M|$608,204|$1.3M|

| 2023|133|$20.0M|$528,401|$1.2M|

| 2022|117|$15.7M|$492,545|$1.0M|

## 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 ANGELL PENSION GROUP INC|TPA|$2,850|$16,946|$19,796|

| KETEL THORSTENSON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KETEL THORSTENSON, LLP](https://planprovider.pro/provider/ketel-thorstenson-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,796

- **Estimated Expense Ratio:** 0.085% 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|-$3,116|—|$2,400|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/copeland-buhl-company-pllp-401k-plan)

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