How big is Copper & Oak LLP's plan?

Copper & Oak LLP's plan reported $37K in assets and 13 participants for 2023.

Original filing (PDF)20241015081602NAL0027810865001

Copper & Oak LLP

Name: Copper & Oak LLP — Copper & Oak 401(k) Plan, Form 5500 (2023)
Creator: Copper & Oak LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copper & Oak 401(k) Plan

401(k) retirement plan · Copper & Oak LLP's Copper & Oak 401(k) Plan held $37K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan identifiers

Copper & Oak LLP's EIN is 84-4588511.

EIN 84-4588511

Plan number 001

Plan year 2023

ACK ID 20241015081602NAL0027810865001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Copper & Oak LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Copper & Oak LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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