How big is Copperstone Holdings, LLC's plan?

Copperstone Holdings, LLC's plan reported $172K in assets and 43 participants for 2025.

Original filing (PDF)20260424091814NAL0003107411001

Copperstone Holdings, LLC

Name: Copperstone Holdings, LLC — Copperstone Holdings,LLC, Form 5500 (2025)
Creator: Copperstone Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copperstone Holdings,LLC 401(k) Plan

401(k) retirement plan · Copperstone Holdings, LLC's Copperstone Holdings,LLC 401(k) Plan held $172K in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

Plan identifiers

Copperstone Holdings, LLC's EIN is 85-1588063.

EIN 85-1588063

Plan number 001

Plan year 2025

ACK ID 20260424091814NAL0003107411001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Copperstone Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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