Plan Snapshot
- Plan Sponsor: Copeland Enterprises, INC.
- Sponsor EIN: 042469226
- Sponsor Address: 970 WEST CHESTNUT STREET, BROCKTON, MA, 02301
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 246 | $13.3M | $136,163 | $1.3M |
| 2023 | 228 | $11.1M | $145,135 | $1.1M |
| 2022 | 210 | $8.1M | $110,576 | $979,475 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,660 | $30,076 | — | — | — |
| 2023 | $45,729 | $23,470 | — | — | — |
| 2022 | $50,697 | — | $50,697 | — | — |