How big is Coppola Wealth Management, LLC's plan?

Coppola Wealth Management, LLC's plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250508134013NAL0007883219001

Coppola Wealth Management, LLC

Name: Coppola Wealth Management, LLC — CWM 401(k) Trust, Form 5500 (2024)
Creator: Coppola Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWM 401(k) Trust

401(k) retirement plan · Coppola Wealth Management, LLC's CWM 401(k) Trust held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Steven Coppola signed Coppola Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Steven Coppola — 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

Coppola Wealth Management, LLC's EIN is 46-1456509.

EIN 46-1456509

Plan number 001

Plan year 2024

ACK ID 20250508134013NAL0007883219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coppola Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coppola Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPPOLA WEALTH MANAGEMENT, 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