Plan Snapshot
- Plan Sponsor: Copic Trust
- Sponsor EIN: 846170618
- Sponsor Address: 7351 E LOWRY BLVD SUITE 400, DENVER, CO, 80230
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $37.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 137 | $37.3M | $988,630 | $1.6M |
| 2023 | 136 | $32.6M | $909,849 | $1.5M |
| 2022 | 132 | $28.7M | $811,844 | $1.4M |
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 |
|---|---|---|---|---|
| JOHNSON LAMBERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT LLP — Auditor
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 | $1,243 | $1,243 | — | — | — |
| 2023 | $5 | $5 | — | — | — |
| 2022 | $1,741 | $1,741 | — | — | — |