Copeland, Cook, Taylor and BUSH, P.A. 401(k) Plan

The Copeland, Cook, Taylor and BUSH, P.A. 401(k) on its latest Form 5500

Copeland, Cook, Taylor and BUSH, P.A. (EIN 64-0854435) reports COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN on its most recent Form 5500, with $19.3M in plan assets across 61 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Copeland, Cook, Taylor and BUSH, P.A. filing — schedules, fees, and providers.

Who runs the Copeland, Cook, Taylor and BUSH, P.A. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Copeland, Cook, Taylor and BUSH, P.A. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WATKINS WARD AND STAFFORD, BANKPLUS WEALTH MANAGEMENT.

How to check your Copeland, Cook, Taylor and BUSH, P.A. 401(k)

• Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
• Ask Copeland, Cook, Taylor and BUSH, P.A. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).