How big is Canopy Connect, Inc.'s plan?

Canopy Connect, Inc.'s plan reported $575K in assets and 21 participants for 2024.

Original filing (PDF)20250717162819NAL0001089938001

Canopy Connect, Inc.

Name: Canopy Connect, Inc. — Canopy Connect 401(k) Plan, Form 5500 (2024)
Creator: Canopy Connect, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canopy Connect 401(k) Plan

401(k) retirement plan · Canopy Connect, Inc.'s Canopy Connect 401(k) Plan held $575K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

People on this filing

Marcus Bowie signed Canopy Connect, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Connect, Inc.'s EIN is 37-1967008.

EIN 37-1967008

Plan number 001

Plan year 2024

ACK ID 20250717162819NAL0001089938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Canopy Connect, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Canopy Connect, Inc.'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 CONNECT, INC..

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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