Plan Snapshot
- Plan Sponsor: Copperpoint Insurance Company
- Sponsor EIN: 453829954
- Sponsor Address: 3030 NORTH 3RD STREET, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 804
- Total Assets: $178.0M
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 | 804 | $178.0M | $4.6M | $9.5M |
| 2023 | 815 | $156.6M | $4.4M | $9.3M |
| 2022 | 776 | $133.4M | $4.0M | $8.9M |
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 | $60,927 | — | $60,927 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $25,685 | — | $25,685 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | ACCOUNTANT | $13,775 | — | $13,775 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- HOLTHOUSE CARLIN & VAN TRIGT LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,387
- Estimated Expense Ratio: 0.056% 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 | $100,387 | $25,685 | — | — | — |
| 2023 | $113,229 | $25,972 | — | $15,500 | — |
| 2022 | $99,892 | $26,515 | — | — | — |