Back to filter
Original filing (PDF)20250530095244NAL0007992785001
COPILOT COMPANY
Form 5500-SF
FILING_RECEIVED
COPILOT COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
61
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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 COPILOT COMPANY.
Plan sponsor
Name
COPILOT COMPANY
EIN
36-4408647
Address
150 N MICHIGAN AVE · SUITE 2100 · CHICAGO, IL · 606017559
Phone
(312) 893-6662
Industry
Wholesale Tradesee 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
2025-05-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
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 Wholesale Trade plans
BRANDEL-STEPHENS & CO., INC.
BRANDEL-STEPHENS & COMPANY, INC. PROFIT SHARING PLAN & TRUST
$5.1M · 11 participants
E BLOCK, CORP.
E BLOCK, CORP. 401(K) PLAN
$5.2M · 260 participants
COCHRANE SUPPLY & ENGINEERING, INC.
COCHRANE SUPPLY & ENGINEERING, INC. PROFIT SHARING RETIREMENT PLAN
$5.0M · 66 participants
KELLY COMMUNICATIONS SYSTEMS, INC.
KELLY COMMUNICATIONS SYSTEMS, INC. 401(K) PLAN
$5.3M · 4 participants
ENTERPRISE VISION TECHNOLOGIES
ENTERPRISE VISION TECHNOLOGIES DEFINED BENEFIT PLAN AND TRUST
$4.8M · 42 participants
INNODISK USA CORPORATION
INNODISK USA CORPORATION 401(K)
$4.8M · 41 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B