COPPERWYND FINANCIAL, L.L.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score
90
/ 100
Grade A
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
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPPERWYND FINANCIAL, L.L.C..
Plan sponsor
Name
COPPERWYND FINANCIAL, L.L.C.
EIN
26-0511764
Address
14256 N. NORTHSIGHT BLVD STE B115 · SCOTTSDALE, AZ · 85260
