# Copperpoint Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/copperpoint-insurance-company-401k-plan

> Copperpoint Insurance Company's 401(k) plan: 804 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|—|

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