Plan Snapshot
- Plan Sponsor: Copic Trust
- Sponsor EIN: 846170618
- Sponsor Address: 7351 EAST LOWRY BOULEVARD, DENVER, CO, 802306082
- Plan Type: DB
- Total Participants: 122
- Total Assets: $71.3M
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 | 122 | $71.3M | $0 | $0 |
| 2023 | 111 | $67.6M | $0 | $0 |
| 2022 | 109 | $60.8M | $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 |
|---|---|---|---|---|
| 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 | $263,976 | $240,039 | — | — | — |
| 2023 | $227,778 | $205,986 | — | — | — |
| 2022 | $206,535 | $187,791 | — | — | — |