How big is Copley Equity Partners LLC's plan?

Copley Equity Partners LLC's plan reported $3.1M in assets and 29 participants for 2024.

Original filing (PDF)20250717150731NAL0000523937001

Copley Equity Partners LLC

Name: Copley Equity Partners LLC — Copley Equity Partners, Form 5500 (2024)
Creator: Copley Equity Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copley Equity Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Copley Equity Partners LLC's Copley Equity Partners LLC 401(k) Profit Sharing Plan & Trust held $3.1M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Peter Trovato signed Copley Equity Partners LLC's 2024 Form 5500 as plan administrator.

Peter Trovato — 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

Copley Equity Partners LLC's EIN is 45-2124261.

EIN 45-2124261

Plan number 001

Plan year 2024

ACK ID 20250717150731NAL0000523937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copley Equity Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copley Equity Partners 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 COPLEY EQUITY PARTNERS 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