Original filing (PDF)20250220154152NAL0005269265001

BURNS-COPE ASSOCIATES, INC.

Name: BURNS-COPE ASSOCIATES, INC. — BURNS COPE ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: BURNS-COPE ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

BURNS COPE ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURNS-COPE ASSOCIATES, INC..

Plan sponsor

Name

BURNS-COPE ASSOCIATES, INC.

EIN

82-5272448

Address

4009 MARKET STREET, SUITE K · ASTON, PA · 19014

Phone

(610) 485-2828

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

POIRIER AND SPRINGER, INC.

POIRIER AND SPRINGER, INC. PROFIT SHARING PLAN

$4.7M · 10 participants

W.G. SPEEKS, INC.

W. G. SPEEKS INC. 401(K) PLAN

$4.7M · 76 participants

KOCH & WHITE HEATING & COOLING

KOCH & WHITE HEATING & COOLING 401(K) PROFIT SHARING PLAN & TRUST

$4.7M · 46 participants

FARNEN AND DERMER, INC.

FARNEN AND DERMER INC 401(K) PROFIT SHARING PLAN

$4.7M · 23 participants

SALEM HEATING & SHEET METAL, INC.

SALEM HEATING & SHEET METAL, INC. PROFIT SHARING 401(K) PLAN