How big is Koppes & Co.'s plan?

Koppes & Co.'s plan reported $951K in assets and 24 participants for 2025.

Original filing (PDF)20260504101245NAL0004802416001

Koppes & Co.

Name: Koppes & Co. — Koppes & Co. 401(k) Plan, Form 5500 (2025)
Creator: Koppes & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koppes & Co. 401(k) Plan

401(k) retirement plan · Koppes & Co.'s Koppes & Co. 401(k) Plan held $951K in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

People on this filing

Shaun Kopczynski signed Koppes & Co.'s 2025 Form 5500 as plan administrator.

Shaun Kopczynski — 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

Koppes & Co.'s EIN is 59-3728086.

EIN 59-3728086

Plan number 001

Plan year 2025

ACK ID 20260504101245NAL0004802416001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Koppes & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

KOPPES & CO.

EIN

all filings

Address

1031 GANT RD. · GRAHAM, NC · 27253

Phone

(336) 222-1234

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Elliott TAPE, Inc.

Elliott TAPE, Inc. 401(k) Plan

$949K · 16 participants

MHI Associates LLC Mooreshade4less

MHI Associates, LLC

$952K · 2 participants

San Diego Police Equipment Company, Inc.

San Diego Police Equipment Co. Inc. 401(k)

$948K · 10 participants

D. Robbins & Company Inc.

D. Robbins & Company Inc. Employees Pension Plan

$948K · 3 participants

North Coast SEAL, Inc.

NCS Employees 401(k) Trust

$954K · 10 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.