# Copper State Bolt & Nut Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/copper-state-bolt-nut-co-inc-860263470-001

> Copper State Bolt & Nut Co., INC.'s 401(k) plan: 636 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copper State Bolt & Nut Co., INC.

- **Sponsor EIN:** 860263470

- **Sponsor Address:** 3622 N 34TH AVENUE, PHOENIX, AZ, 85017

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

- **Plan Number:** 001

- **Total Participants:** 636

- **Total Assets:** $28.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|636|$28.5M|$807,420|$2.1M|

| 2023|552|$24.5M|$621,748|$1.8M|

| 2022|511|$19.6M|$509,965|$1.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$12,191|—|$12,191|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,191

- **Estimated Expense Ratio:** 0.043% 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|$12,191|—|—|—|—|

| 2023|$7,750|—|—|—|—|

| 2022|$8,000|—|—|—|—|

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