# Copeland Scroll Compressors LP DB Plan
Source: https://planprovider.pro/companies/copeland-scroll-compressors-lp-plan

> Copeland Scroll Compressors LP's DB plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copeland Scroll Compressors LP

- **Sponsor EIN:** 344210902

- **Sponsor Address:** COPELAND SCROLL COMPRESSORS LP, SYDNEY, OH, 45365

- **Plan Type:** DB

- **Total Participants:** 366

- **Total Assets:** $60.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|366|$60.6M|$0|$0|

| 2023|398|$54.5M|$0|$0|

## 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|

| GRANT THORNTON LLP|Auditor|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,000

- **Estimated Expense Ratio:** 0.016% 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|$523,363|$90,888|—|$10,000|—|

| 2023|$362,011|—|—|—|$58,543|

## Similar Plans

- [Process Technology](https://planprovider.pro/companies/process-technology-401k-plan) — 329 participants

- [Graftech International Holdings INC.](https://planprovider.pro/companies/graftech-international-holdings-inc-401k-plan) — 240 participants

- [Sam Dong America, INC.](https://planprovider.pro/companies/sam-dong-america-inc-plan) — 223 participants

- [Preformed Line Products Company](https://planprovider.pro/companies/preformed-line-products-company-plan-003) — 220 participants

- [Sentrilock, LLC](https://planprovider.pro/companies/sentrilock-llc-401k-plan) — 194 participants

- [Insource Technologies, INC.](https://planprovider.pro/companies/insource-technologies-inc-401k-plan) — 190 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/copeland-scroll-compressors-lp-plan)

© 2026 PlanProvider.Pro