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Original filing (PDF)20250806041119NAL0001549123001
COPE COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
COPE RETIREMENT 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
391
Accounts w/ balance
508
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPE COMMUNITY SERVICES, INC..
Plan sponsor
Name
COPE COMMUNITY SERVICES, INC.
EIN
86-0363717
Address
1485 W. COMMERCE COURT · TUCSON, AZ · 85746
Phone
(520) 792-4139
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ADDINGTON & ASSOCIATES, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $56K | — |
Investments
27 direct securities· $19.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.0M | 15.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.2M | 11.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.8M | 9.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 8.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.5M | 7.4% | |
| Outside Asset Funds Fidelity 0 | — | — | — | $1.4M | 7.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.3M | 6.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 5.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $866K | 4.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $622K | 3.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $608K | 3.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $591K | 3.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $573K | 2.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $455K | 2.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $418K | 2.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $344K | 1.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $249K | 1.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $241K | 1.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $228K | 1.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $149K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $105K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $85K | 0.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $73K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $61K | 0.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $53K | 0.3% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $27K | 0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $22K | 0.1% |
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