# Copic Trust 401(k) Plan
Source: https://planprovider.pro/companies/copic-trust-401k-plan

> Copic Trust's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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- [The Head Insurance Group, INC.](https://planprovider.pro/companies/the-head-insurance-group-inc-plan) — 1 participants

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