Original filing (PDF)20250531113952NAL0022971570001

Copper Beech Financial Group, LLC

Name: Copper Beech Financial Group, LLC — Copper Beech, Form 5500 (2024)
Creator: Copper Beech Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copper Beech Financial Group, LLC Cash Balance Plan

Defined-benefit pension plan · Copper Beech Financial Group, LLC's Copper Beech Financial Group, LLC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Copper Beech Financial Group, LLC's EIN is 27-0331584.

EIN 27-0331584

Plan number 003

Plan year 2024

ACK ID 20250531113952NAL0022971570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copper Beech Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copper Beech Financial Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPPER BEECH FINANCIAL GROUP, LLC.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score