Back to filter
Original filing (PDF)20250627082653NAL0022948098001
COPY PRODUCTS, INC.
Form 5500-SF
FILING_RECEIVED
CPI TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
41
Accounts w/ balance
26
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPY PRODUCTS, INC..
Plan sponsor
Name
COPY PRODUCTS, INC.
DBA
CPI TECHNOLOGIES
EIN
48-0776841
Address
2103 W VISTA · SPRINGFIELD, MO · 65807
Phone
(417) 889-5665
Industry
Retail Tradesee all
Plan administrator
Name
DEFINITI
EIN
85-0833363
City
ERIE, PA
Phone
(800) 882-4026
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
ODP INTERNATIONAL, LLC
OFFICE DEPOT PUERTO RICO, LLC RETIREMENT SAVINGS PLAN
$3.1M · 159 participants
STONE OFFICE EQUIPMENT, INC.
STONE OFFICE EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN
$3.1M · 20 participants
NEEDLE IN A HAYSTACK, INC.
NIAH, INC. 401K PLAN
$3.1M · 7 participants
SOUTHWEST OFFICE SUPPLY, INC.
SOUTHWEST OFFICE SUPPLY, INC. 401(K) PROFIT SHARING PLAN
$3.1M · 33 participants
CAPITAL OFFICE SUPPLY/SYSTEMS
CAPITAL OFFICE SUPPLY/SYSTEMS 401(K) PROFIT SHARING PLAN
$3.1M · 35 participants
ANCILLARE LP
ANCILLARE LP 401(K) PROFIT SHARING PLAN
$3.2M · 95 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B