Copper Beech Financial Group, LLC (EIN 27-0331584) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $720K in plan assets and 9 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Copper Beech Financial Group, LLC 401(k) Plan | 001 | 9 | $720K |
| Copper Beech Financial Group, LLC Cash Balance Plan | 003 | 0 | $0 |
27-0331584 is the Employer Identification Number (EIN) Copper Beech Financial Group, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
