How big is Copilot Money, Inc.'s plan?

Copilot Money, Inc.'s plan reported $643K in assets and 19 participants for 2025.

Original filing (PDF)20260429220308NAL0024983538065

Copilot Money, Inc.

Name: Copilot Money, Inc. — Copilot Money, Inc. 401(k), Form 5500 (2025)
Creator: Copilot Money, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copilot Money, Inc. 401(k) Plan

401(k) retirement plan · Copilot Money, Inc.'s Copilot Money, Inc. 401(k) Plan held $643K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

People on this filing

Elantha Barry signed Copilot Money, Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Copilot Money, Inc.'s EIN is 61-1919605.

EIN 61-1919605

Plan number 001

Plan year 2025

ACK ID 20260429220308NAL0024983538065

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Copilot Money, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Copilot Money, Inc.'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 COPILOT MONEY, INC..

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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