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COPPER REEF ENTERPRISES — COPPER REEF ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250407124031NAL0018411777001
COPPER REEF ENTERPRISES
Form 5500-SF
FILING_RECEIVED
COPPER REEF ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
28
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COPPER REEF ENTERPRISES
.
Find decision makers
Plan sponsor
Name
COPPER REEF ENTERPRISES
EIN
20-0400569
Address
6965 EL CAMINO REAL STE 105 · CARLSBAD, CA · 920094101
Phone
(760) 845-4710
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
BLATCHFORD, INC.
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$4.5M · 76 participants
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TGW INTERNATIONAL INC 401(K) PROFIT SHARING PLAN & TRUST
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THE BUILDERS EXCHANGE INC
BUILDERS EXCHANGE INC 401K PLAN
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SMITH CHASON COLLEGE, INC.
SMITH CHASON COLLEGE, INC. 401(K) PLAN
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CNTR FOR REGIONAL ECONO COMPETITIVE
CREC PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 22 participants
SAME
GOSPEL LIGHT MENNONITE CHURCH MEDICAL AID PLAN, INC 403(B) PLAN
$4.5M · 304 participants
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$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
