What public Form 5500 filings show about the Copper State Estate Planning 401(k) plan — and how to find and check your own account.
Copper State Estate Planning (EIN 87-2897369) reports COPPER STATE ESTATE PLANNING LLC 401(K) PLAN on its most recent Form 5500, with $147K in plan assets across 1 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 Copper State Estate Planning filing — schedules, fees, and providers.
Copper State Estate Planning’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Copper State Estate PlanningHR for the recordkeeper’s name and login.
