· 2022–2024 · DOL EFAST2

Hoppe & Cottrell LLP — Hoppe & Cottrell LLP 401(k), Form 5500 (2025)

Original filing (PDF)20260203165224NAL0003850995001

Hoppe & Cottrell LLP

Form 5500-SF

FILING_RECEIVED

Hoppe & Cottrell LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Hoppe & Cottrell LLP's Hoppe & Cottrell LLP 401(k) Profit Sharing Plan held $375K in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

7

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

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

68

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HOPPE & COTTRELL LLP

EIN

82-2521613all filings

Address

3860 EL DORADO HILLS BOULEVARD · SUITE 503 · EL DORADO HILLS, CA · 95762

Phone

(916) 545-1040

Industry

CPA Offices· Professional & Technical Services

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

2026-02-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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