How big is COPE & Peterson, Ltd.'s plan?

COPE & Peterson, Ltd.'s plan reported $614K in assets and 5 participants for 2024.

Original filing (PDF)20250515110148NAL0030550144001

COPE & Peterson, Ltd.

Name: COPE & Peterson, Ltd. — COPE & Peterson Profit, Form 5500 (2024)
Creator: COPE & Peterson, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COPE & Peterson Profit Sharing Plan and Trust

401(k) retirement plan · COPE & Peterson, Ltd.'s COPE & Peterson Profit Sharing Plan and Trust held $614K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$613K

People on this filing

Alicia COPE signed COPE & Peterson, Ltd.'s 2024 Form 5500 as plan administrator.

Alicia COPE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

COPE & Peterson, Ltd.'s EIN is 20-0547996.

EIN 20-0547996

Plan number 002

Plan year 2024

ACK ID 20250515110148NAL0030550144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COPE & Peterson, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COPE & Peterson, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPE & PETERSON, LTD..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

COPE & PETERSON, LTD.

EIN

all filings

Address

415 SOUTH FIRST STREET · VIRGINIA, MN · 55792

Phone

(218) 749-4470

Industry

Law Offices· Professional & Technical Services

Plan administrator