How big is Copex, Inc.'s plan?

Copex, Inc.'s plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20251007095605NAL0004402625001

Copex, Inc.

Name: Copex, Inc. — Copex, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Copex, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copex, Inc. Cash Balance Plan

Defined-benefit pension plan · Copex, Inc.'s Copex, Inc. Cash Balance Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Copex, Inc.'s EIN is 65-1040290.

EIN 65-1040290

Plan number 002

Plan year 2024

ACK ID 20251007095605NAL0004402625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copex, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copex, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

COPEX, INC.

EIN

all filings

Address

10241 SW 129TH STREET · MIAMI, FL · 33176

Phone

(305) 984-6640

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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 providers

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