Original filing (PDF)20250428085224NAL0018548816001

COPELAND, TROTTER & NORMAN P.C.

Name: COPELAND, TROTTER & NORMAN P.C. — COPELAND, TROTTER & NORMAN, P.C. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: COPELAND, TROTTER & NORMAN P.C.

Form 5500-SF

FILING_RECEIVED

COPELAND, TROTTER & NORMAN, P.C. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPELAND, TROTTER & NORMAN P.C..

Plan sponsor

Name

COPELAND, TROTTER & NORMAN P.C.

EIN