How big is Copilevitz, LAM & Raney, PC's plan?

Copilevitz, LAM & Raney, PC's plan reported $12.3M in assets and 47 participants for 2024.

Original filing (PDF)20250519115805NAL0000760800001

Copilevitz, LAM & Raney, PC

Name: Copilevitz, LAM & Raney, PC — Copilevitz, LAM &, Form 5500 (2024)
Creator: Copilevitz, LAM & Raney, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copilevitz, LAM & Raney, PC 401(k) Plan

401(k) retirement plan · Copilevitz, LAM & Raney, PC's Copilevitz, LAM & Raney, PC 401(k) Plan held $12.3M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan identifiers

Copilevitz, LAM & Raney, PC's EIN is 43-1122019.

EIN 43-1122019

Plan number 001

Plan year 2024

ACK ID 20250519115805NAL0000760800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copilevitz, LAM & Raney, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copilevitz, LAM & Raney, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPILEVITZ, LAM & RANEY, PC.

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Plan health score

Above-average plan

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

Knocking points off