Original filing (PDF)20250701060347NAL0006900947001

COPPERTREE HOMES, LLC

Name: COPPERTREE HOMES, LLC — COPPERTREE HOMES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COPPERTREE HOMES, LLC

Form 5500-SF

FILING_RECEIVED

COPPERTREE HOMES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$563K

Net assets (EOY)

$563K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPPERTREE HOMES, LLC.

Plan sponsor

Name

COPPERTREE HOMES, LLC

EIN

54-2146783

Address

1822 HENDERSON ROAD · PO BOX 20160 · COLUMBUS, OH · 43026

Phone

(614) 206-0021

Industry