How big is Copysmith AI, Inc.'s plan?

Copysmith AI, Inc.'s plan reported $827K in assets and 12 participants for 2025.

Original filing (PDF)20260423220512NAL0011283346087

Copysmith AI, Inc.

Name: Copysmith AI, Inc. — Copysmith AI 401(k) Plan, Form 5500 (2025)
Creator: Copysmith AI, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copysmith AI 401(k) Plan

401(k) retirement plan · Copysmith AI, Inc.'s Copysmith AI 401(k) Plan held $827K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

Plan identifiers

Copysmith AI, Inc.'s EIN is 86-2028652.

EIN 86-2028652

Plan number 001

Plan year 2025

ACK ID 20260423220512NAL0011283346087

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Copysmith AI, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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 (91st percentile).

Plan sponsor

Name

COPYSMITH AI, INC.

EIN

all filings

Address

2127 MORRIS AVENUE · BIRMINGHAM, AL · 35203

Phone

(205) 249-3335

Industry

Professional & Technical Services

Plan administrator