# Copeland, Cook, Taylor And Bush, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/copeland-cook-taylor-and-bush-p-a-401k-plan

> Copeland, Cook, Taylor And Bush, P.A.'s 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [WATKINS, WARD AND STAFFORD, PLLC](https://planprovider.pro/provider/watkins-ward-and-stafford-pllc) — NONE

## 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|—|—|—|—|

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