Back to filter
Original filing (PDF)20250618144228NAL0006013026001
COPLEN CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
COPLEN CONSTRUCTION, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPLEN CONSTRUCTION, INC..
Plan sponsor
Name
COPLEN CONSTRUCTION, INC.
EIN
35-1644330
Address
475 ANCHORAGE ROAD · SUITE 13 · WARSAW, IN · 46580
Phone
(574) 269-1673
Industry
Constructionsee 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
2025-06-18
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
JANZER BUILDERS INC
JANZER BUILDERS INC CASH BALANCE PENSION PLAN
$1.4M · 2 participants
GAGE MULTIFAMILY SERVICES, LLC
GAGE COMMERCIAL CONSTRUCTION 401(K) PLAN
$1.4M · 28 participants
WILLOUGHBY CONSTRUCTION
WILLOUGHBY CONSTRUCTION 401K PLAN
$1.4M · 31 participants
M. A. DUNN CONSTRUCTION CO.
M. A. DUNN CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN
$1.4M · 3 participants
GLEASON & TANKARD
GLEASON & TANKARD 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 12 participants
LITE CONSTRUCTION, INC.
LITE CONSTRUCTION, INC. SIMPLE 401(K) PLAN
$1.4M · 24 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants