Plan Snapshot
- Plan Sponsor: Copley Health Systems, INC.
- Sponsor EIN: 030301457
- Sponsor Address: 528 WASHINGTON HIGHWAY, MORRISVILLE, VT, 05661
- Plan Type: 403(b)
- Total Participants: 638
- Total Assets: $51.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 638 | $51.1M | $1.0M | $3.0M |
| 2023 | 590 | $47.3M | $1.0M | $2.9M |
| 2022 | 590 | $42.2M | $965,480 | $2.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $59,809 | $10,636 | — | — | — |
| 2023 | $57,856 | — | — | — | — |
| 2022 | $108,670 | $38,192 | $70,478 | — | — |