How big is Pepper Advisors LLC's plan?

Pepper Advisors LLC's plan reported $1.1M in assets and 20 participants for 2024.

Original filing (PDF)20250712051040NAL0006794609001

Pepper Advisors LLC

Name: Pepper Advisors LLC — Copper Advisors 401(k) Plan, Form 5500 (2024)
Creator: Pepper Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copper Advisors 401(k) Plan

401(k) retirement plan · Pepper Advisors LLC's Copper Advisors 401(k) Plan held $1.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Pepper Horton signed Pepper Advisors LLC's 2024 Form 5500 as plan administrator.

Pepper Horton — 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

Pepper Advisors LLC's EIN is 82-1217631.

EIN 82-1217631

Plan number 001

Plan year 2024

ACK ID 20250712051040NAL0006794609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pepper Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pepper Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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