# Copper Cane LLC 401(k) Plan
Source: https://planprovider.pro/companies/copper-cane-llc-401k-plan

> Copper Cane LLC's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copper Cane LLC

- **Sponsor EIN:** 264059820

- **Sponsor Address:** 1275 INGLEWOOD AVENUE, SAINT HELENA, CA, 94574

- **Plan Type:** 401(k)

- **Total Participants:** 142

- **Total Assets:** $10.8M

## 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:** No

## Plan Financials by Year

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

| 2024|142|$10.8M|$461,853|$959,253|

| 2023|148|$9.0M|$528,192|$996,994|

| 2022|139|$6.8M|$421,197|$957,343|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$55,973|—|$55,973|

| UBS FINANCIAL SVCS INS AGCY INC|INVESTMENT ADVISOR|$27,718|—|$27,718|

| BIDWELL CONSULTING SERVICES, INC|CONTACT ADMIN|$9,743|$4,373|$14,116|

| WITHUMSMITH + BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WITHUMSMITH + BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,807

- **Estimated Expense Ratio:** 0.909% 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|$93,205|—|$83,462|—|—|

| 2023|$11,192|—|$7,892|—|—|

| 2022|$3,141|—|$1,941|—|$1,200|

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