Plan Snapshot
- Plan Sponsor: Copt Defense Properties, LP
- Sponsor EIN: 232930022
- Sponsor Address: 6711 COLUMBIA GATEWAY DR,, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $108.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 423 | $108.7M | $2.1M | $4.8M |
| 2023 | 414 | $98.7M | $1.8M | $4.4M |
| 2022 | 392 | $82.4M | $1.7M | $4.2M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS 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 | $57,993 | — | — | — | — |
| 2023 | $53,129 | — | — | — | — |
| 2022 | $37,488 | — | — | — | — |