How big is Copia Wealth Management LLC's plan?

Copia Wealth Management LLC's plan reported $497K in assets and 4 participants for 2024.

Original filing (PDF)20250707144127NAL0003325553001

Copia Wealth Management LLC

Name: Copia Wealth Management LLC — Copia Wealth, Form 5500 (2024)
Creator: Copia Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copia Wealth Management LLC 401(k) Plan

401(k) retirement plan · Copia Wealth Management LLC's Copia Wealth Management LLC 401(k) Plan held $497K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan identifiers

Copia Wealth Management LLC's EIN is 27-1292118.

EIN 27-1292118

Plan number 001

Plan year 2024

ACK ID 20250707144127NAL0003325553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copia Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copia Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPIA WEALTH MANAGEMENT LLC.

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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