How big is Canopy Financial District, LLC's plan?

Canopy Financial District, LLC's plan reported $28K in assets and 2 participants for 2025.

Original filing (PDF)20260423220444NAL0005236865074

Canopy Financial District, LLC

Name: Canopy Financial District, LLC — Canopy Financial, Form 5500 (2025)
Creator: Canopy Financial District, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canopy Financial District 401(k) Plan

401(k) retirement plan · Canopy Financial District, LLC's Canopy Financial District 401(k) Plan held $28K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Elantha Barry signed Canopy Financial District, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Canopy Financial District, LLC's EIN is 36-4902414.

EIN 36-4902414

Plan number 001

Plan year 2025

ACK ID 20260423220444NAL0005236865074

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Canopy Financial District, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Canopy Financial District, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANOPY FINANCIAL DISTRICT, 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