Original filing (PDF)20260520134148NAL0001209251001

SMH, LLC DBA Copperline Wealth Management & Planning

Name: SMH, LLC DBA Copperline Wealth Management & Planning — Form 5500 Plan 001 (2025)
Creator: SMH, LLC DBA Copperline Wealth Management & Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copperline Wealth Management 401(k) Plan

401(k) retirement plan · SMH, LLC DBA Copperline Wealth Management & Planning's Copperline Wealth Management 401(k) Plan held $259K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

Plan identifiers

SMH, LLC DBA Copperline Wealth Management & Planning's EIN is 84-3201884.

EIN 84-3201884

Plan number 001

Plan year 2025

ACK ID 20260520134148NAL0001209251001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SMH, LLC DBA Copperline Wealth Management & Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SMH, LLC DBA Copperline Wealth Management & Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMH, LLC DBA COPPERLINE WEALTH MANAGEMENT & PLANNING.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SMH, LLC DBA COPPERLINE WEALTH MANAGEMENT & PLANNING

EIN

all filings

Address

1517 RUMSEY AVE · CODY, WY · 82414

Phone

(307) 586-1880

Industry

Finance & Insurance

Plan administrator