Plan Snapshot
- Plan Sponsor: Copeland, Cook, Taylor And Bush, P.A.
- Sponsor EIN: 640854435
- Sponsor Address: PO BOX 6020, RIDGELAND, MS, 39158
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $19.3M
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 | 61 | $19.3M | $200,769 | $308,015 |
| 2023 | 63 | $18.6M | $210,903 | $291,429 |
| 2022 | 68 | $19.1M | $239,099 | $369,244 |
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 |
|---|---|---|---|---|
| BANKPLUS WEALTH MANAGEMENT | NONE | $50,000 | — | $50,000 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $18,164 | — | $18,164 |
| WATKINS, WARD AND STAFFORD, PLLC | NONE | $13,250 | — | $13,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,414
- Estimated Expense Ratio: 0.422% 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 | $83,427 | $50,000 | — | $13,250 | — |
| 2023 | $78,728 | $50,000 | — | $12,500 | — |
| 2022 | $79,385 | — | — | — | — |